Download sign-up requests — bulk process
When you use bulk process, you select to download all sign ups to the The Raiser’s Edge and process every transaction simultaneously. If you process everything, you may need to clean up data in The Raiser’s Edge after processing completes.
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1.
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From the NetCommunity page in The Raiser’s Edge, click Sign-up Requests. The Sign-up Requests Transactions screen appears. |
Tip: To make sure you have the latest information from the website, click Refresh.
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2.
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To process every transaction on the screen, select Select All. When you select this, every row appears with a checkbox. Clear the checkbox next to any names you do not want to process to The Raiser’s Edge. |
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Click Bulk Processing. The Process User Sign-up Requests screen appears. |
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On the Processing tab, review bulk properties such as Transactions Selected and Successfully Checked Out. |
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On the Options tab, select options for Unlinked Records and Transaction Profile Data in the bulk process. |
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a.
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In the Unlinked Records frame, to attempt constituent matching based on Constituent Matching options, select Attempt auto-match to an existing record. For more information, see Constituent Matching. |
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b.
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To create Raiser’s Edge records for the website users, select Create new Raiser’s Edge record automatically. |
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d.
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In the Transaction Profile Data frame, select to Accept Profile Information or Reject Profile Information from the website user. If you accept profile information, the data defaults to the constituent record in The Raiser’s Edge. |
Accept Profile Information is selected by default for each bulk process. To reject information, you must select Reject Profile Information for each bulk process.
Warning: When you select to bulk process sign-up requests, the program ignores any changes you make to the selected records on the Sign-up Requests Transactions screen. If you select Accept Profile Information, all data downloads to The Raiser’s Edge. This includes partial data from a transaction (for example, an incomplete street address). If you select Reject Profile Information, no profile updates are downloaded.
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When you finish, on the Process tab, click Process Now. Bulk processing begins. |
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When the process is complete, click Close on the Process New User Sign-ups screen. You return to the User Sign-up Requests screen. |
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8.
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Click Close. You return to the NetCommunity page in The Raiser’s Edge. |