"You will be proud of me. I managed to figure out the import. ... I have always been "manual shy" because the wording and lingo always raised more questions than it answered. Yours is definitely different. I could really understand it. The import wizard also made it very easy."
-- Bonnie W., St. Michael's Academy, Texas
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A:Go to File > Import > FundRaiser Basic

Browse to the folder in which FundRaiser Basic is located then click Open.
Review your Category Codes and then place a check in the box that says This set of codes is Okay and Ready to Import.
Review your Donor Source and then place a check in the box that says This set of codes is Okay and Ready to Import.
Review your Gift Source and then place a check in the box that says This set of codes is Okay and Ready to Import.

Set Defaults Tab:
There are three required fields that will need to be set:

  • Gift Mode: Unfortunately this needs to be one or the other. Most of our customers choose Check.
  • Gift Fund: Default is General Operating Fund
  • Gift Notes: Default is House Note
Once these have been set you can then place a check in the box that says( This Page is okay- ready to Import)

Special Tab: These settings primarily concern special uses of FRBW that some people have used to work around limitations in FRBW. Uncheck any that do not apply to you.

When done, put a checkmark in the check box at the bottom of the page. Then click import. Close when finished.