We've updated the Connector to allow you to import custom questions from multiple campaigns at once! In the past, custom questions were only included when importing campaigns one at a time.
Here's a quick refresher on custom questions in Classy, so that you are well-prepared to update your import profiles:
In Classy, there are two general types of custom questions - standard and user-defined. The standard questions are easily toggled on/off and are generally consistent across all campaigns of the same type, and depending on who should answer the question (Donors, Teams, etc.). The user-defined questions are unique to campaigns, and you define both the question and acceptable responses. Knowing the difference between the two will be helpful when deciding which campaigns to import together through ImportOmatic.
The general rule of thumb is that all standard questions will be included on multi-campaign imports, but user-defined questions will need to match across all campaigns to be included. This is because ImportOmatic needs a consistent field map across all rows in the import. Don't worry if you're unsure; a helpful message will pop up to let you know which campaigns can be included and which have differing questions. To learn more, check out the Fundraisers, Recurring Donations, and Transactions pages of our user guide.
If you would like to learn about other recent updates to our Connectors, you can view past release notes here. As always, updating your Connectors is optional, based on if you want to take advantage of the improvements we've made since your current version. You can view step-by-step installation instructions here, and our Support team is always ready to help!
When you're ready to install this update, head to our downloads page.
Classy, version 126.96.36.199 - Approved for use in Blackbaud Hosting
Added support for custom questions when importing multiple campaigns in a single profile
*Note: after updating to this version, you will need to refresh your field map on profiles prior to importing.