Answer: 

This document is an overview for users who have completed the Abila Fundraising Online/Fundraising 50 Import class.  For information about Import training please contact Abila Sales at 1-800-647-3863 or look us up on the internet:

http://www.abilauniversity.com/fundraising/

 
Considerations prior to importing:

  1. Does the data really need to be imported into Fundraising 50 and will it be relevant in the future?

  2. If importing to the Fundraising 50 Event card, an event in Fundraising 50 must be created.  See KB# 976 for more information.

  3. Before Attributes can be imported into Fundraising 50 the Abila Fundraising Online Attribute must be entered first into Fundraising 50.  The ‘Long Name’ in the Attribute Category table must match the Abila Fundraising Online question.

  4. If a question is changed or updated in Abila Fundraising Online then a new Fundraising 50 Attribute and ‘Long Name’ must be created.

  5. If importing addresses questions, all addresses imported will have the same Address Type.

  6. If importing an ‘instruction question’, perhaps the question should be an attribute where the Category is ‘Waiver Completed’ and the value is ‘Y/N’.

  7. Cards are not created for ‘N’ or ‘false’ values.

  8. In most cases Defaults need to be created in Fundraising 50

 
Field mappings in this document serve only as recommendations; however there are a number of ways to import non-transaction data into Fundraising 50.  Depending on your form and what you want to see in Fundraising 50 you may choose different cards or fields.
 
Abila

Fundraising Online Question Types

Fundraising 50 Field Options

Explanation

 

 

 

Text

Note Card

The Note Card Comment field has a character 2 billion character limit. 

 

Sticky Note - any card

Limited to a maximum of 255 characters

 

Gift Card - Desc1 or Desc2

Descriptions less than 30 characters and are transaction related

 

 

 

Yes/No

Y/N Attribute

Equivalent type to Avila Fundraising Online value. 

 

 

Note that N value cards will not be created

 

 

 

True/False

Y/N Attribute

Equivalent type to Abila Fundraising Online value. 

 

 

Note that False value cards will not be created

 

 

 

Multiple Choice/Single Response

Single Value Attribute

Field equivalent to Abila Fundraising Online.  

 

 

Note: Attributes in Fundraising 50 must be created prior to Abila Fundraising Online import

 

 

 

Multiple Choice/Multiple Value

Multiple Value Attribute

Field equivalent to Abila Fundraising Online.

 

 

Note: Attributes in Fundraising 50 must be created prior to Abila Fundraising Online import

 

 

 

Instructions

Note Card

The Note Card Comment field has a character 2 billion character limit. 

 

Sticky Note on Y/N Attribute card

Limited to a maximum of 255 characters

 

 

 

Confirmation

Y/N Attribute Card

Equivalent type to Sage Fundraising Online value.

 

 

Note that N value cards will not be created

 

 

 

Mailing Address

Address Card

Imported to Basic card IF this is the Primary Address of the donor/registrant

 

Possibly Basic Card

Could be imported as secondary address - tag this address with a User Default

 

 

 

Date

Date Attribute Card

Equivalent type to Abila Fundraising Online value.

 

Possibly Sticky Note

Depending on the uses of the date, could be on a different card

 

 

 

Fee

Character Attribute

Attempting to import as a Fee Attribute will result in errors

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Article Type: 
Product Info
Product Line: 
Abila Fundraising 50
Abila Fundraising Online
Product Module/Feature: 
Import
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