© 2011 blackbaud researchpoint online user clinic 1 · 2. prepare .csv file - export/pull data...

“Import”Import In ResearchPoint

July 20 2011July 20, 2011

Host: Kelly Dewald, Implementation Consultant

Presentation materials are available for


Presentation materials are available for download during this WebEx session.

CHAT AND TECHNICAL ASSISTANCE

To submit a text question:

1) Click the ‘Q&A’ panel on the bottom left of the screen

CHAT AND TECHNICAL ASSISTANCE

1) Click the ‘Q&A’ panel on the bottom left of the screen2) Type your question3) ‘Send Privately’ to the host/presenter

For technical assistance connecting:

Intercall (phone): 800-374-1852Intercall (phone): 800-374-1852WebEx (viewer): 866-229-3239, option 1

Note: These numbers are for technical assistance. They are not the call-in numbers to attend the event.


AGENDA

• Welcome and Introductions‘I t’ P t ti

AGENDA

• ‘Import’ Presentation• Upcoming Web Events• How Blackbaud Can Help• How Blackbaud Can Help• Q&A


“IMPORT” IN RESEARCHPOINT

I. What is ResearchPoint? What is Import?

IN RESEARCHPOINT

II. Why Import?

III. Before You Import…p

IV. Steps for Importing

V. Interactive Demo

VI. Tips for using Import in ResearchPoint

VII.Additional ResourcesVII.Additional Resources


RESEARCHPOINT IS• a web-enabled prospect research tool

the storage unit for prospect management and wealth analysis

RESEARCHPOINT IS…

• the storage unit for prospect management and wealth analysis• helpful in identifying and organizing new contacts for cultivation

IMPORT ISIMPORT IS…• transferring data produced by another application• often more efficient than making manual updates to profileso te o e e c e t t a a g a ua updates to p o es• essential to loading new prospects into ResearchPoint


WHY IMPORT?

• Efficient way to add a large number of prospects or data into ResearchPoint

• Keep names, addresses and giving history up-to-date

• Add new constituents, prospects, patients, alum, members for wealth screening, p p , p , , g

• Available to all ResearchPoint subscribers

• POLL: How do you use import?


BEFORE YOU IMPORT


BEFORE YOU IMPORT…• RESEARCHPOINT IS NOT A FUNDRAISING DATABASE & SHOULD NOT

REPLACE YOUR EXISTING CONSTITUENT MANAGEMENT SYSTEM

• Consider the data points you will import into ResearchPoint (examples)

Prospect name and bio fields Spouse name and bio fieldsProspect name and bio fields Spouse name and bio fields

Unique constituent/prospect ID Address fields

Business/Employer fields Custom ratings

Ed ti Hi t Gi i Hi tEducation History Giving History

Constituency codes Attributes

• Is this data necessary for wealth screening and research in ResearchPoint?

• How easily & efficiently can you extract these data points from your FRS?

• Is the data in your fundraising database clean and standardized?


• Is the data in your fundraising database clean and standardized?

MORE THOUGHTS BEFORE YOU IMPORT…

• Are you importing new code tables, constituent codes or attributes?- CONSIDERATION: Go to “Administration” to set up any codes pre-import

• If using The Raiser’s Edge, will the Integration meet your needs?

• Consider how frequently you will import data into ResearchPoint


STEPS FOR IMPORTING


STEPS FOR IMPORTING…1 S t B t h t l t ( )1. Set up Batch template(s)

- Select the fields that you would like to import- Choose from Constituent, Giving Summary, Education & Modeling Batches- Use “Generate Import Header File” feature to standardize your import file

T l t ill b d ith ll f t i t- Template will be used with all future imports

2. Prepare .csv file- Export/pull data from your fundraising database (or other location)- Use “Generate Import Header File” feature to standardize your import file- Make sure to include all required fields

• Ex. If importing addresses, Address Type, Address Country, and Primary Address? are required fields

3. Import .csv file- Import the file into ResearchPoint for validation- This process does not actually add your data into the systemp y y y- Alerts you of possible exceptions or issues with your import file

4. Commit the Batch- Committing will add the data into ResearchPoint


- Committing will add the data into ResearchPoint - The process can check for possible duplicate records and alert you of issues

STEPS FOR IMPORTINGSTEP 1 SET UP BATCH TEMPLATESTEP 1 – SET UP BATCH TEMPLATE


STEPS FOR IMPORTINGSTEP 2 PREPARE CSV FILESTEP 2 – PREPARE .CSV FILE


STEPS FOR IMPORTINGSTEP 3 IMPORT CSV FILESTEP 3 – IMPORT .CSV FILE


STEPS FOR IMPORTINGSTEP 4 COMMIT THE BATCHSTEP 4 – COMMIT THE BATCH


LET’S TAKE A TOUR


TIPS FOR USING IMPORT IN RESEARCHPOINT

• Unique “Lookup ID” is required for updating existing prospect records (and is recommended in new prospect imports)

• If using multiple batch templates for an import, all of your information can be prepared in one .csv file

• Use “Generate Import Header File” to format your csv column headers – this will• Use Generate Import Header File to format your .csv column headers – this will make the import process smooth

• Always test the import on 1-5 records before importing your entire fileIf successful remove these individuals from final import- If successful, remove these individuals from final import

• Primary Address and Primary Phone flags are required (where applicable)

• Your first import will be the most involvedp


RESEARCHPOINT ONLINE USER CLINICS

Topic Date

Self-Service WealthPoint Batches(F Sil d G ld S b ib ) August 24, 2011 2:00 PM EST(For Silver and Gold Subscribers) g ,

Extended Networks (Relationships) Sept 14, 2011 2:00 PM EST



UPCOMING WEB SEMINARS• Dossiers On Demand

- Join us as we introduce Dossiers On Demand, which can enhance your current prospect research efforts and ensure that you are cultivating this unique population in the most effective way possible.• July 26 at 2:00 PM ETy

• WealthPoint OnTime User Clinics- Top 10 Tips and Tricks for What to do After ResearchPoint Import

• August 31 at 2:00 PM ET- How to Best Use WealthPoint OnTime for Direct Mail

• November 9 at 2:00 PM ET

• WealthPoint OnTime Quarterly Q&A Session- September 7 at 2:00 PM ET

*For a schedule of all upcoming web seminars or to register, go to ww.blackbaud.com/webinars.


ww.blackbaud.com/webinars

CUSTOMER RESOURCES

• Idea Bank – An online suggestion tool in which you can post software suggestions, vote for those most important to you, and add and review commentscomments.- http://researchpointfeedback.blackbaud.com

• BlackbaudKnowHow – Our new product blog site where we share latest• BlackbaudKnowHow – Our new product blog site where we share latest software news and best practices for using your Blackbaud products effectively. We encourage you to subscribe to Target Analytics blog in place of the support newsletter to which you were previously subscribed.the support newsletter to which you were previously subscribed. - http://www.blackbaudknowhow.com/blog/target-analytics

• Forums - Our forums are a gathering place for everyone in the nonprofit o u s Ou o u s a e a gat e g p ace o e e yo e t e o p o tcommunity to exchange ideas. We encourage all software users to participate and all posts are publicly available. - Visit the Target Analytics Forums - http://forums.blackbaud.com


CUSTOMER RESOURCES (CONT’D)

• Customer Support – You are at the heart of everything we do, and we take pride in giving you the industry’s best support Access our Knowledgebase User

( )

pride in giving you the industry s best support. Access our Knowledgebase, User Guides, FAQs, and contact us via email, Case Central, or by speaking with a live support representative.- http://www.blackbaud.com/support/support.aspx

• Prospect Research Topics and Blogs: http://www.prospectresearch.com/


HOW BLACKBAUD CAN HELP

Contact Blackbaud Support for more information on:

• Additional Modules: Multiple module purchases and bundled training• Training Services: Blackbaud Learn™

H ti S i Bl kb d A li ti H ti ™• Hosting Services: Blackbaud Application Hosting™• Consulting Services: Conversions, customizations• Data Enrichment Services: Identify, rate, and qualify your best prospects

Email [email protected] or call 800.468.8996, option 5 for assistance.


QUESTIONS?QUESTIONS?

??Phone: 1.800.443.9441Email: [email protected]

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Thank you for joining us!



© 2011 blackbaud researchpoint online user clinic 1 · 2. prepare .csv file - export/pull data...

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