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.…

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.…

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.…

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…

Imports: "Constituent Default" 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.…

Impact Only customer: Fund Financial Activity Import Setup Guide

Overview This guide walks Impact-only customers through the requirements for uploading fund financial activity data for both Endowment Funds and Expendable Funds.…

Imports: "Narrative and Quote" file

About the file If you are using the Narrative and Quote impact statement, use the Narrative + Quote Page submission import file to populate (up to four) paragraphs for any funds recipients in a…

Imports: "Thank You (vertical)" file

About the file If you are using the Thank You Vertical impact statement, use the ThankYou (vertical) Page submission import file to populate (up to four) paragraphs for any funds recipients in a…

Imports: "Thank You (horizontal)" file

About the file If you are using the Thank You Horizontal impact statement, use the ThankYou (horizontal) Page submission import file to populate (up to five) paragraphs for any funds recipients in a…

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:…