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Import: Update Existing Constituent Information

This sample data import updates existing constituent information, including name or company name, primary address, phone number and email address. The import file must be in a comma delimited ASCII format.

 

Product Line: 
Abila Fundraising 100

How to add new constituents

Product Line: 
Abila Fundraising 100

Sample Data Import for Donate Now

Product Line: 
Abila Fundraising 100

Sample Import: How do I create an import definition for pledge payments to apply to existing pledges?

Product Line: 
Abila Fundraising 100

NCOA - How does the Address Verification and Correction Services update Sage Fundraising 100?

Product Line: 
Abila Fundraising 100

How do I import into my hosted installation of FR50?

Product Line: 
Abila Fundraising 50

Setting Default Address when Importing API

Symptom: 
Starting with v2013 during import I am asked about default address for the vendor. Is there a way to have it default to the main address so I don’t have to answer this question?
Product Line: 
Abila MIP Fund Accounting

DF - FA 14202 Display Customer Balances data Exported to Excel is incomplete

Symptom: 

Exporting a print summary of display customer balance invoices to Excel drops information if remove headers and footers option is chosen

Product Line: 
Abila MIP Fund Accounting

Internal Expense GL Code fails to import

Symptom: 

 Internal Expense GL Code fails to populate when an inventory item code is imported

Product Line: 
Abila MIP Fund Accounting

How to import a new name, salutation and/or address card to existing Constituent records?

Product Line: 
Abila Fundraising 50

GM Import limited to 64 rows

Symptom: 
When trying to add addition rows to the pre-formatted spreadsheet - there is a limit to 64 rows.
Product Line: 
Abila Grant Management

Unable to automatically Initiate Abila MIP Fund Accounting Import

Symptom: 

Attempting to import between Fundraising 50 and Fund Accounting in the hosted environment ‘Unable to automatically initiate Abila MIP Fund Accounting import’ is returned.


Product Line: 
Abila Fundraising 50

DF-FA960-Deleting an imported session leaves TE records

Symptom: 

Importing brings in a part of the import and trying to reimport produces an error that those records already exist.
 

Product Line: 
Abila MIP Fund Accounting

Zipcode field missing on Basic and Address in Import Wizard

Symptom: 

The Zipcode field is not available in the Import Wizard when Admin>Setup>System Options>Region either ZIP Code or ZIP/Postal code is selected
 

Product Line: 
Abila Fundraising Online

I want to update Preferred Addresses using the Import feature, can this be done?

Product Line: 
Abila Fundraising 50

Integrating Fundraising Online with Fundraising 50

Product Line: 
Abila Fundraising 50
Abila Fundraising Online

DF-15727-New Constituents do not import when combined with existing constituents

Symptom: 

Import file containing new constituents and existing constituents now returns validation error and new constituents are not created.

Product Line: 
Abila Fundraising 50

How best to use Duplicate Check in conjunction with Importing Data

Product Line: 
Abila Fundraising 50

Importing Installment and Ongoing Transactions into Fundraising 50

Product Line: 
Abila Fundraising 50
Abila Fundraising Online

How to import Attributes

Product Line: 
Abila Fundraising 50

INTERNAL ONLY - The INSERT statement conflicted with the FOREIGN KEY constraint “fk_gift_import_id”

Symptom: 
When transactions are imported from Abila Fundraising Online the following message is returned:
 
Insert Error
The INSERT statement conflicted with the FOREIGNKEY constraint “fk_gift_import_id”.  The conflict occurred in the database “your database name”, table “dbo.import”,...
Product Line: 
Abila Fundraising 50

Upgrade Error message - import_map_detail table couldn't be successfully updated

Symptom: 

Upon logging into the FR50 database after an upgrade, the following error is received:



Selection of "OK", allows login to proceed but the error is received upon each subsequent login

Product Line: 
Abila Fundraising 50

User <> is not allowed access

Symptom: 

Navigator>Abila Fundraising Online>Import does not display all available transactions to import because an error appears in the Online_History table which is not being displayed on the screen indicating that the Account Key needs to be updated from Fundraising Online.
 

Product Line: 
Abila Fundraising Online

DF-Gift Card Import Definition does not retain all mappings

Symptom: 

Creation of new Import Definition or Update to existing one does not retain mappings to the following fields on gift card after the definition is saved:  Match Company, Match Amount, Credit Another, Date 1, Table 1, Table 2, Description1, Description 2, and Batch

The definition...

Product Line: 
Abila Fundraising 50

SCR - Gift Cards Are Not Created For Free Registrations

Symptom: 

When importing Gifts from Abila Fundraising Online the system does not create $0 Gift cards in Fundraising 50 when the registration is free

Product Line: 
Abila Fundraising 50
Abila Fundraising Online
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Abila

Abila serves strategic leaders and managers in dynamic nonprofit organizations, associations and government agencies with comprehensive membership management SaaS and software solutions. Organizations trust Abila to simplify and streamline accounting, donor and grant management and large scale fundraising processes so they can perform their best work and focus on delivering their unique mission. For Abila, it's personal and backed by a team with more than 50 years of experience dedicated to helping organizations achieve their vision.

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