RE7 Export Wizard 2.0 Process Documentation

I. Download and Install the Application

a. Download the Application

b. Install the Application

c. Register the Application

II. Navigate through the tabs of the Export Wizard

To launch the RE7 Export Wizard, right-click the RE7 Export Wizard icon and select Run as administrator.

a. Welcome Tab

i. Select a Service

ii. Select a Database to Export Dropdown

iii. Select a Group

iv. Use Last Configuration Checkbox

b. Bio Info Tab

i. Home Address Tab

ii. Home Phone Tab

iii. Email Address Tab

iv. Constituent Attributes Tab

v. Education Attributes Tab

vi. Assigned Solicitor Tab

c. Gift Information Tab

i. Gift Tab Functionality

ii. Exclusions Tab

iii. Other Tabs (1-2)

iv. Event Tab

v. Membership Tab

vi. Annual Tab

vii. Gift Attributes Tab

d. Final Processing Information Tab

i. Export File Information

ii. FTP Information

iii. Review Gift Selections

iv. Initiate Export

v. Control Report

vi. Comments

I. Download and Install the Application

a. ‘Download the Application’

i. Go to the following knowledgebase solution to download the RE7 Export

Wizard 2.0:

http://www.blackbaud.com/kb/index?page=content&id=BB731114

ii. If you do not have a username or password for the Blackbaud website,

please visit the following website for help:

https://www.blackbaud.com/support/loginhelp.aspx

b. ‘Install the Application’

i. Double-click on setup.exe.

ii. On the Welcome screen, select Next.

iii. Select the Destination Location, then Next.

iv. Select the Start Menu Folder, then Next.

v. Select additional tasks, such as create a desktop icon, then Next.

vi. On the Ready to Install screen, select Install.

vii. Select Finish.

viii. You can now launch the RE7 Export Wizard 2.0. Please note that this

application does not have to be run from the server. It can be launched

from any workstation that has the Raiser’s Edge installed.

ix. You do need to run this utility as an administrator on your machine.

c. ‘Register the Application’

i. The first time you run the RE7 Export Wizard 2.0 you will be asked to

register the application. You just need to fill out the fields below and then

select the ‘OK’ button to continue to the wizard.

II. Navigate through the tabs of the Export Wizard

To launch the RE7 Export Wizard, right-click the RE7 Export Wizard icon and select Run as administrator.

a. ‘Welcome Tab’—The purpose of the RE7 Export Wizard is to guide you

through preparing and sending in data for your Target Analytics project. A

Target Analytics data analyst will be on the call with you to guide you through

the export. If you have any questions, please reference the following

Knowledgebase solution or contact your project coordinator:

http://www.blackbaud.com/kb/index?page=content&id=BB731114

i. ‘Select a Service’—Depending on which service you select, certain tabs

will disappear. This is by design as each service has different

requirements.

1. Target Analytics Test: Analytics & Wealth Analysis Audit

2. donorCentrics: Comparative Benchmarking

3. ProspectPoint: Fundraising Modeling

4. WealthPoint: Wealth Analysis

ii. ‘Select a Database to Export Dropdown’—This dropdown option allows

you to select a Raiser’s Edge database from your Raiser’s Edge

databases that are attached to your Blackbaud Management Console.

iii. ‘Select a Group’—This option allows you to either include all records or

select a constituent or individual query from Raiser’s Edge for your job. If

you are selecting the ‘Target Analytics Test’ service you are required to

Allows for the use of previously selected user

criteria

use a query and to not exceed 500 records. If your query does exceed

the 500 record test limit there will be options on how to select the records.

Note: We recommend you use a dynamic query, or use the Export module and output the Import ID for records in the query. You can then use the Import ID as a flag to narrow down the records. Static and merged queries normally do not work well with the wizard, as they will likely export all records instead of just those in the query.

i. ‘Home Address Tab’ —Select all of the address types you consider to be

a home address from the ‘List of Available Addresses’ and move them to the

‘Hierarchy of Addresses’ by dragging and dropping the address type (or

double clicking) to the right hand side of the screen. Please arrange the

home addresses in a hierarchical order as the first valid, populated address

among the hierarchy will be exported. You can drag and drop the addresses

on the ‘Hierarchy of Addresses’ to get them in your exact order. Please also

select your ‘Preferred Country’ using the ‘Select Preferred Country’

dropdown.

The first populated address among the hierarchy

will be exported

iv. ‘Use Last Configuration Checkbox’—Mark this checkbox if you want to

retain all of your settings from your previous export. If you want to select new settings, do not mark the checkbox. Click on the ‘Next’ button to initialize the database and begin making selections for your export.

b. ‘Bio Info Tab’—The purpose of this tab is to select biographical information about

constituents in your database.

ii. ‘Home Phone Tab’ —Select all of the phone types you consider to be a

home phone number from the ‘List of Available Phone Types’ and move

them to the ‘Hierarchy for Home Phone Field’ by dragging and dropping

the phone type (or double clicking) to the right hand side of the screen.

Please arrange the phone types in a hierarchical order as the first valid,

populated phone number will be exported. The phone number will be

extracted from the home address record selected on the prior tab as

phone numbers exist on address records in Raiser’s Edge. You can drag

and drop the phone types on the ‘Hierarchy for Home Phone Field’ to get

them in your exact order.

iii. ‘Email Address Tab’ —Select all of the phone types you consider to be an

email address from the ‘List of Available E-Mail Types’ and move them to

the ‘Hierarchy for E-Mail Field’ by dragging and dropping the phone type

(or double clicking) to the right hand side of the screen. Please arrange

the phone types (e-mail addresses) in a hierarchical order as the first

valid, populated phone number will be exported. You can drag and drop

the phone types on the ‘Hierarchy for E-Mail Field’ to get them in your

exact order. Email addresses are stored as phone types in Raiser’s

Edge.

iv. ‘Constituent Attributes Tab’ —Select all of the constituent attributes you

would like to export by marking the checkboxes listed next to the attribute.

Please consider only attributes that are consistently tracked in your

database. If you only want to export specific descriptions for an attribute,

click on the triangle next to the attribute to expand the attribute and view

all of the descriptions. Mark the checkboxes next to the descriptions you

want to export. If you want to export an entire attribute category, then

mark the attribute category and the first 10 descriptions will be exported.

If the entire attribute category is

chosen, it will export the first 10

descriptions

Only the specified

descriptions will be

exported

v. ‘Education Attributes Tab’ —Select all of the education attributes you

would like to export by marking the checkboxes listed next to the attribute.

Please consider only attributes that are consistently tracked in your

database .If you only want to export specific attribute descriptions for an

attribute, click on the triangle next to the attribute to expand the attribute

and view all of the descriptions. Mark the checkboxes next to the

descriptions you want to export. If you want to export an entire attribute

category, then mark the attribute category and the first 10 descriptions will

be exported.

vi. ‘Assigned Solicitor Tab’—Select the assigned solicitor types you consider

as your primary assigned solicitor or prospect manager from the ‘List of

Available Solicitors’ and move them to the “Hierarchy for Solicitor Field’

by dragging and dropping the assigned solicitor type (or double clicking)

to the right hand side of the screen. Please arrange the assigned solicitor

types in a hierarchical order as the first, valid assigned solicitor will be

exported. If there are two assigned solicitors on a record with the same

solicitor type then the most recently added one will be selected.

c. ‘Gift Information Tab’ —The purpose of this tab is to categorize gifts together for

the Target Analytics project. This tab is further segmented by donation, non

donation, and other types of giving.

i. ‘Gift Tab Functionality’

1. The ‘All’ checkbox will select\de-select all subsequent campaigns,

funds, or appeals within each category.

2. The ‘No Category’ represents campaigns, funds, or appeals that

do not have a category populated on their record.

Categorize giving by campaign, fund, or appeal

3. Once you mark a campaign, fund, or appeal on one of the giving

tabs it will become grayed out so you cannot select that campaign,

fund, or appeal on any other tab.

4. On the ‘Appeals’ section, if you have more than 5,000 appeals

listed for an appeal category, you will receive the following filter

option message:

This allows you to filter and search for specific appeals by ‘Appeal Start

Date’, ‘Appeal ID’, and ‘Appeal Description.’ This applies for each

‘Appeals’ section under all of the giving category tabs. The ‘like’ function

allows you to search by a set of characters rather than name so you can

use wild cards in your search.

ii. ‘Exclusions Tab’ —This is the first tab on the ‘Gift Information’ section of

the wizard that you want to use. This tab is designated to select non

donation money itemized by the category associated with the campaign,

fund, or appeal.

iii. ‘Other Tabs (1-2)’ —These tabs are designated to select other money

itemized by the category associated with the campaign, fund, or appeal

that does not fall into non donation, annual, event, or membership giving.

For example, if you want to categorize ‘Planned Giving’ money into a

separate bucket you can select ‘Planned Giving’ campaigns, funds, or

appeals on the ‘Other (1) tab’.

1. On the ‘Other (1-2) Tabs’ you can right click on the name of the

tab and select to ‘Rename’ the tab and then select ‘OK’.

iv. ‘Event Tab’ —This tab is designated to select event money itemized by

the category associated with the campaign, fund, or appeal.

v. ‘Membership Tab’ — This tab is designated to select membership money

itemized by the category associated with the campaign, fund, or appeal.

vi. ‘Annual Tab’ —This tab is designated to select regular donation money

itemized by the category associated with the campaign, fund, or appeal.

We encourage you to mark the ‘All’ checkbox under the ‘List of Available

Funds’ as the ‘Annual Tab’ should now contain all remaining gifts as you

have already excluded other types of giving (non donation, other,

membership, event) on the previous tabs. You should only be left with

annual\donation money at this point. We recommend doing this under the

‘List of Available Funds’ section as funds are required on gift records in

the Raiser’s Edge. This is the only tab where you can select the ‘All’

checkbox.

vii. ‘Gift Attributes Tab’—Select all of the gift attributes you would like to

export by marking the checkboxes listed next to the attribute. Please

consider only attributes that are consistently tracked in your database. If

you only want to export specific descriptions for an attribute, click on the

triangle next to the attribute to expand the attribute and view all of the

descriptions. Mark the checkboxes next to the descriptions you want to

export. If you want to export an entire attribute category, then mark the

attribute category and the first 10 descriptions will be exported.

d. ‘Final Processing Information Tab’ —The purpose of this tab is to export your

data locally to your machine and to your FTP folder on the Blackbaud website.

i. ‘Export File Information’—Select where you would like the export files to

go on your computer by clicking on the ‘Browse’ button and navigating to

your desired location.

ii. ‘FTP Information’

1. For the ‘FTP Info’—the ‘Host’ will always be ‘ftp1.blackabud.com.’

2. Fill in your FTP username and FTP password to have the files

automatically uploaded to your FTP folder on the Blackbaud

website. Every Blackbaud website user has a unique FTP folder

and a unique FTP username and password. Please note that this

is different from your Blackbaud.com username and password.

3. Your FTP username and password display on ‘Your Profile’ on the

Blackbaud website and can also be found under the ‘FTP

instruction’ section on the website.

a. If you are unable to find your FTP username and

password, please visit the following link for additional help:

Places copy

of files on

the

workstation

Places

copy of

files to

your FTP

folder

http://www.blackbaud.com/kb/index?page=content&id=BB

132165

b. If you do not have a username or password for the

Blackbaud website, please visit the following website for

help:

https://www.blackbaud.com/support/loginhelp.aspx

c. This is a secure SFTP connection, which uses a 256 bit

Advanced Encryption Standards (AES) transfer encryption.

d. Once you have entered your FTP credentials, select the

‘Test’ button to test your connection and ensure you have

entered valid credentials. You will receive an error

message if the wizard is unable to establish a connection.

e. If you do not wish to create a login for the Blackbaud

website, do not fill in the FTP information and you can opt

to locally export the files to a location on your computer.

You will get a message stating that the FTP information is

empty and it will ask if you want to transfer the file when

the process is complete. You can say ‘No’ to the message

and the files will still export locally to your machine.

iii. ‘Review Gift Selections’—Select the ‘Review’ button to see all of the

campaigns, funds, and appeals you have selected on the prior ‘Gift

Information’ tabs before you begin the actual export.

iv. ‘Initiate Export’—Select the ‘Process’ button on the bottom right hand

corner of the screen to initiate the export.

v. ‘Control Reports’—Once the export completes, click on the ‘View

Reports’ button located on the bottom left hand corner of the screen to

review the ‘Export Inclusions Summary Report.’ Please make sure all of

the selections are accurate. Your data analyst will guide you through the

other generated reports. All files will be zipped and password protected.

vi. ‘Comments’—The comments box allows you to enter any notes you wish

to write down about the export. Additionally, for the ‘Target Analytics Test’

and ‘donorCentrics’ service options the files are automatically uploaded to

a FTP folder where the data analyst accesses the files. You do not need

to enter any FTP information for those services. For ‘ProspectPoint’ and

‘WealthPoint’ jobs where you do want to FTP the data we still need the

above information. Lastly, if you select the ‘Target Analytics Test’ option

you will be required to enter your Account Executive’s name and email

address so we can properly track the test.