The complete, extendable import solution for Raiser's Edge NXT. Bring data in from any source, on your schedule, through a wizard anyone on the team can use. You build your import routines, you own them, and you run them whenever you need to.
How it works
A wizard-guided builder takes you from raw source to clean Raiser's Edge NXT records. No custom code, no consultants required.
Point SmartIMPORT at your data: a spreadsheet, an SFTP drop, a SharePoint or Google Drive folder, or webhook feed.
SmartIMPORT reads your file, you can then map the columns or optionally use our AI tool to propose the Raiser's Edge NXT field for each. Drag and drop, dictionaries and transformation rules are all still there when you want them.
Whenever you add data to your file, the import process runs. Duplicates are taken care of automatically, and you can see details of all the steps taken in your logs.
Runs when you add data OR link it up to an add-on or webhook to have data processed automatically as it arrives.
Your saved import profile ensures the data is treated in the same consistent way every time.
Constituents, gifts, gift aid, memberships, events, tributes, consent and custom fields: one tool for all of it.
Automatic record matching across constituents, gifts, memberships, education, employment and addresses.
Automatic detection and update, so imports improve your database instead of cluttering it.
AI can propose a Raiser's Edge NXT field for every column, ready for you to approve. Transformation, dictionary and auto-formatting logic then removes the need to clean your data first.
GDPR preferences and Solicit Codes respected in every import, with intelligent consent handling built in.
Moving from ImportOmatic? Import your existing profiles directly and carry on where you left off.
API and webhook Add-Ons extend your sources beyond files, so routines you build today grow with your systems.
CSV and Excel, pulled from Google Drive, Google Sheets, OneDrive or SharePoint, or uploaded directly.
Scheduled pickups from your SFTP servers and internal repositories, on the cadence your operations run to.
Fully automated imports from live feeds. Connect an application via its webhooks to have your data imported immediately.
The Add-On opens direct connections to the applications in our library, so data can be read straight from the application as it lands.
Every import routine in SmartIMPORT is built, configured and executed by your team. Your configurations belong to you, and we treat them, along with your deployment details, as strictly confidential.
That is the point of the self-service route: your data operations stay in your hands, with our support team a message away when you want a second pair of eyes.
Across every major Raiser's Edge NXT data area
Constituents, gifts, Gift Aid, memberships, events, tributes, consent and custom fields
Behind the wizard, the matching logic and the support desk
Bring a spreadsheet you already have and see it land in Raiser's Edge NXT, matched and clean. Want a hand? We can build your first import routine with you, or take integrations off your plate entirely with SmartSYNC.
Free for not-for-profit organisations
SmartPASTE
One licence per user. Your details are used only to issue and support your licence, in line with our privacy policy.
Free for not-for-profit organisations
SmartSOCIAL
One licence per user. Your details are used only to issue and support your licence, in line with our privacy policy.