FAQ: What is in the nightly feed from Raiser's Edge into Impact?

A: The nightly feed from Raiser's Edge to Impact will pull any new Constituents, or any changes/updates to existing Constituent fields that pull into Impact (Fields that are pulled in).…

FAQ: What comes through the nightly feed from Balance?

A: All Fund information in Impact comes directly from Balance. This includes the Fund Name, Fund ID (GLID), Purpose Description and all financial values (ie Market Value, Contributions, Distributions,…

FAQ: Not all our endowment funds have contacts. Is that okay?

A. Impact will just need the Endowment Funds that have a constituent(s) tied to them. If a Fund is not being stewarded, it will pull into Impact from Balance but show zero constituents.…

FAQ: Not all of the endowment funds in my CRM are set up in Balance. Is this ok?

A: Impact can only report on funds that are in Balance. Funds existing in Raiser's Edge that do not exist in Balance will not be pulled into Impact, and therefore cannot be reported on.…

FAQ: Do all funds from Balance come over to Impact?

A: Only open endowed and expendable funds will pull into Impact. Closed/deactivated funds, merged funds and Due To/Due From funds will not pull into Impact.…

FAQ: What should I do if there is a new constituent to add?

A: The first step is to ensure the Constituent information is in Impact. If you have the RE NXT integration, you will need to add the Constituent Attribute.…

FAQ: What is best practice when a constituent passes away?

A: If a constituent is in Impact as active, then passes away, a custom field (attribute) should be used in Raiser's Edge for 'deceased.' This new attribute will pull into Impact overnight and will…