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

How to find pending sign-ups and take action — Approve Access, Block Access, or Request More Info. Includes checking registration form completion and handling duplicates.

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

How Emails Sent via Almabase's Email Communication Center Appear as Actions in Raiser's Edge

Pushing Email Engagement Data from Almabase to Raiser's Edge

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

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

almabase.com

Success Stories

Advancement Spotlight

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.