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Importing Funds to Almabase from Raiser's Edge
Importing Funds to Almabase from Raiser's Edge

Learn how to import funds directly to Almabase if you are using Raiser's Edge as your external database.

Sarita Markande avatar
Written by Sarita Markande
Updated over a week ago

Prerequisite

  • Ensure that you are using Raiser's Edge as your external database.

Step 1: Navigate to the Funds Page

  1. Go to the "Funds" page on Almabase.

Step 2: Initiate the Import

  1. Click on the "Import" button.

Step 3: Choose Your Database

  1. On the subsequent page, select your Raiser's Edge database account from the available options.

Step 4: Pull Funds from Database

  1. Click on "Pull Funds". This action will display all the funds available in your Raiser's Edge database.

Step 5: Select and Import

  1. Choose the specific funds you wish to import to Almabase.

  2. After making your selections, click on "Add funds" to finalize the import.


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