Uploading Recipients from RE NXT Lists
We know you love our Raiser's Edge NXT integration, so we’ve been working to make it even more seamless. Now, you can import a list from your Raiser’s Edge database directly into ThankView - no more downloading and uploading spreadsheets! Make sure the RE NXT integration is enabled in your Integrations tab and then you can get started.
Uploading Constituents
You’ll see the option to upload from Raiser’s Edge anywhere you’d normally upload constituent information via spreadsheet to your portal.
These areas will be:
- Campaigns: on your Recipients page, click + Add Recipients
- Contacts: click + Add Contacts
- Lists: inside of a list, click + Add Recipients
From these areas you'll see a dialogue box like this:
Select your desired list, match your columns, and voila! Enjoy never uploading a spreadsheet again.
For more questions about the integration, don’t hesitate to reach out to support@thankview.com or your Customer Success Representative.
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