Speed up Data Refresh

This is our first foray into the land of On and it has been frustrating to say the least.  It is especially frustrating when you are used to how EE/FE/RE operate in regards to importing data.  I can understand that we may need to send data to an IDC when we are first getting set up, but to have to send data to be imported to a data consultant and having it take 2 weeks to process is very unacceptable.  Data Refresh times need to be sped up.

  • Derek Ward
  • Jun 5 2018
  • Implemented
  • Attach files
  • Janet Wittenberg commented
    25 Feb, 2019 06:49pm

    Good news!

    As of 2/6/2019, you can “refresh” or update any combination of data fields on your own using the data imports. You will no longer need to wait 3-5 business days for Blackbaud to process a data refresh file. You can choose to update or add data for as many fields and/or users as you need to. If you use the import tool you do not need to adhere to the 25 record minimum. You can also import additional constituent types not included in the original data conversion – this includes candidates (who will be tied to a basic checklist).


    What are the 4 new types of imports?

    1.       General User 
    The general user import allows you to import user data for new constituents or update existing constituents’ basic biographical information.  When adding a new user, a HostID is required for each user. When updating existing users’ information, you can match on either the HostID or UserID.  The general user import will update fields like name, marital status, ethnicity, religion, gender, SSN home address, home phone number, and more! 

    See more detail here

    2.       Roles 
    The role import allows you to assign constituent roles to users – including student, alumni, candidate, teacher, non-teaching staff, advisor, etc. Some roles are set through relationships – like parent or grandparent. Those roles are established through the relationship import.  
     Set more detail here

    3.       Relationships 
    The relationship import allows you to tie people together with relationships – these relationships can be peer-to-peer (I.e. spouse, sibling, cousin, etc.) or hierarchical (parent, grandparent, etc.)  Tying people together will also share addresses and home phone numbers, if they're identical, between spouses and parents/children.  
     See detail here

    4.       User Education 
    The user education import allows you to add one or more user education records to a contact card. This import is done on its own rather than in the general user import because constituents may have several education records.  

    See more detail here

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