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.
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