Almabase, Inc.

Sarita Markande

Understand how to manage users, email addresses, duplicates, integrations with Raiser's Edge NXT and BBCRM

Data Management and Integration with CRMs

Learn how to import constituent data from an Excel file into Almabase, handle common errors, and verify your directory.

Importing Constituent Data from an Excel file into Almabase

Learn how to manually create new records on your Almabase site from Data Studio

Adding a Record from Data Studio

Learn the process to archive a record and delete a user etc.

Removing, Deleting, or Archiving a Record and User from the Platform

See how to go about approving users from Data Studio and other methods

User Approvals

Learn how both users and admins can request and provide additional information during the verification process.

Requesting for More Information

Create, Update, Delete/Archive Profile and Approving Users

Learn more about how to find the list of all registered users on both the old and new admin navigation.

How to View the List of All Registered Users?

see how to use the internal name to reference the Raiser's Edge list imported into Almabase

How to reference a Raiser's Edge list on Data Studio?

Find answers to common questions about Data Studio.

FAQs on Data Studio

Learn how to merge two profiles that are identified as duplicates.

How to Merge Duplicate Profiles?

Find answers to common questions about features related to profile merging, and registered users.

FAQs on Merging Duplicate Profiles

FAQs on User Profiles

How to Add or Append a New Email Address for Existing Profiles through Excel Import?

Using Data Studio, Duplicates page for Data Management and Other FAQs

Learn more about how mapping enhances community engagement and optimizes your time.

Understanding the Importance of Mapping

Configure how Almabase automatically matches incoming guests and gifts to your existing constituents. Choose the rule based on how your constituent data is structured.

Auto-mapping Rules: Matching Guests and Gifts to your Constituents

Importance of mapping process, how it works, using Data Roadblocks dashboard to map all activities for accurate reporting and seamless movement of data

Mapping touchpoints for accurate reporting and data management

See how to connect your RE database to Almabase and sync constituents between Almabase and Raiser's Edge NXT

Setting up Integration with Raiser's Edge NXT

Step by step instructions on how to connect your Blackbaud CRM to Almabase to start syncing contact information on records.

Connect Blackbaud CRM with Almabase

A step-by-step guide to running a one-time data pull from Raiser's Edge NXT or Blackbaud CRM into Almabase, including timing estimates, entity selection, error handling, and verification.

Pulling Constituent Data from RE NXT or BBCRM into Almabase

see how to set up rules for syncing dtaa between Almabase and Raiser's Edge/BBCRM using Sync Rules

Sync Rules

Keep the data between Almabase and your connected CRM(RE NXT/ BBCRM) in sync by acting on flagged changes

Data Inbox: Reviewing Data Changes

Raiser's Edge Integration

Control how constituent data syncs between Almabase and Raiser’s Edge using sync rules. Learn how updates flow, when review is required, and how to manage changes using the Data Inbox…

How Constituents Sync Between Almabase and Raiser's Edge

Almabase and Raiser's Edge Fields

Syncing contact information from Events and Giving Campaigns to Raiser’s Edge / BBCRM

see how you can capture the email communication preference set for a constituent through "Request no Email" field on Raiser's Edge

Sync "Request No Email" to Almabase from Raiser's Edge

Step by step instructions on how to connect your Raiser's Edge NXT to Almabase to start syncing contact information on records.

Connect Raiser's Edge NXT with Almabase

Learn how to grant Environment Admin Access, provide Security Groups and sync permissions.

Granting 'Environment Admin Access' and 'Security Groups - Full Rights' Permissions

Learn more about the System Record ID, how to export it, and its relationship with the Constituent ID.

Understanding System Record ID on Raiser's Edge NXT

Raiser's Edge Integration FAQs

Understand and learn how to sync Almabase events and guests to BBCRM

How to Sync Your Events with Blackbaud CRM (BBCRM)

Learn how Almabase syncs information to BBCRM

BBCRM Integration FAQs

Learn more about the important characteristics of each email address you encounter on the platform.

Understanding the Properties of an Email Address on Almabase

Managing Email Address for a Record

Learn how to add and handle multiple email addresses for your constituents more effectively.

How to Add Multiple Emails for Your Constituents?

Learn how to add and delete email addresses for a record.

How to Update the Email Addresses on a Record?

Learn how to reset the email status for email addresses that are bounced or invalid.

How to Reset the Email Status of a Record?

See how an admin can unsubscribe a user from email communication and also how a user can unsubscribe themselves

How do you unsubscribe a user from email communication?

Learn how a primary email address functions on a profile.

What Happens When You Mark an Email Address as Primary?

Find answers to common questions about features related to email addresses.

FAQs on Email Addresses

FAQs on Email Address Management for Profiles

Learn more about the difference between 'Users' and 'Profiles' in our platform.

Understanding 'Users' vs 'Profiles'

Learn more about how we standardized the functionality around treatment of records on our online directory and in the communication center.

Understanding Listed & Unlisted Records

Learn more about the terms you will come across on the Almabase platform regarding registration.

Understanding the Registration Status

Learn more about why certain records appear without names and what administrators can do to address it.

Understanding Nameless Records and What Admins Can Do About It.

Understanding How Duplicate Profiles are Detected

User Management Terms on Almabase Explained

deleting all data from your Almabase website

GDPR Data Deletion Request

Data Privacy

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