Prerequisite
Ensure that you are using Raiser's Edge as your external database.
Step 1: Navigate to the Funds Page
Go to the "Funds" page on Almabase.
Step 2: Initiate the Import
Click on the "Import" button.
Step 3: Choose Your Database
On the subsequent page, select your Raiser's Edge database account from the available options.
Step 4: Pull Funds from Database
Click on "Pull Funds". This action will display all the funds available in your Raiser's Edge database.
Step 5: Select and Import
Choose the specific funds you wish to import to Almabase.
After making your selections, click on "Add funds" to finalize the import.
Please write to us at help@almabase.com or through the Intercom Chat 💬 if you have any queries or concerns😄.