Q: Now that I have purchased Spark, Select or Professional how do I import my data from FundRaiser Basic?
Browse to the folder in which FundRaiser Basic is located then click Open.
Review your Category Codes and then place a check in the box that says This set of codes is Okay and Ready to Import.
Review your Donor Source and then place a check in the box that says This set of codes is Okay and Ready to Import.
Review your Gift Source and then place a check in the box that says This set of codes is Okay and Ready to Import.
Set Defaults Tab:
There are three required fields that will need to be set:
- Gift Mode: Unfortunately this needs to be one or the other. Most of our customers choose Check.
Gift Fund: Default is General Operating Fund
Gift Notes: Default is House Note
Once these have been set you can then place a check in the box that says( This Page is okay- ready to Import)
Special Tab: These settings primarily concern special uses of FRBW that some people have used to work around limitations in FRBW. Uncheck any that do not apply to you.
When done, put a checkmark in the check box at the bottom of the page. Then click import. Close when finished.