Step 1: Access Sync Rules
Navigate to "Settings" in the admin navigation.
Go to "Database"
Click on "Sync Data".
Step 2: Initiate Data Pull
On the Sync Data page, select "Pull data into Almabase" to start the process.
Step 3: Create Email List
Choose the "Create Email list" option.
Proceed by clicking "Next".
Step 4: Select List and Pull Data
Pick the list you created on Raiser's Edge and assign an internal name to it.
Confirm all the profile fields you intend to import into the system.
After selection, click on "Pull Data into Almabase" to begin the data transfer.
Upon completion, an email list bearing the specified name will be available in the Communication center, ready for sending bulk emails.
💡 Note: Email groups created with an email list ID in RE NXT aren't dynamic. Changes to the list won't update existing email groups; instead, each pull creates a new email group on Almabase.
Please write to us at help@almabase.com or through the Chat 💬 if you have any queries or concerns about adding funds. 😄