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Imports: "Fund to Constituent Relationship" file
About the file The purpose of this import is to associate each constituent with their fund or funds. This import only needs to be done occasionally - for instance, before a report batch is run.…
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Imports: "Recipient Page Fund Recipients" File
About the file If you are using the recipients page in your Impact report, use this import file to add the people who received awards to each fund’s recipient page.…
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Imports: "Recipient Page Fund Bullets" File
About the file If you are using the recipients page in your Impact report, use this import file to populate up to five bulleted statements you want to note about the recipients associated with a fund.…
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Imports: "Q&A Page Submission" File
About the file If you are using the Question & Answer recipient page in your Impact report, use the Q&A Page Submission import file to populate the Questions and Answers (up to five) for any fund…
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Imports: "Default Constituent" file
Purpose If you do not have the RE NXT CRM Integration, you will use the "Default Constituent" file to import active constituents into Impact for reporting.…
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Import Guide: File Overview
Import files are used by customers and implementation consultants to load data into Impact for different purposes. To ensure the imports get uploaded successfully, please review your files to ensure:…
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