1. If you are importing a large file, take a sample of 10 or less to manage a smaller group of exceptions.
2. Use the Import help files in Raiser's Edge to confirm the correct column headers are being used.
- Navigate to Raiser's Edge
- Select Admin>Import
- Single click on the Import type from the left column list
- Users can access the help files by noting the i information window and the bottom of the screen and clicking the Click here link.
4. Review the reference guide for common errors