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 an API or webhook feed.
Drag and drop your columns onto Raiser's Edge NXT fields. Dictionaries, transformations and auto-formatting clean the data as it maps.
Duplicates and matches are surfaced for your decision before anything is submitted. Nothing enters your database unreviewed.
Run it now, schedule it, or let API and webhook sources trigger it automatically. Your routine is saved and ready for next 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.
Transformation, dictionary and auto-formatting logic removes the need to tidy spreadsheets before you start.
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's API or point its webhooks at your routine.
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.