Product: ImportOmatic 
Description:
How to create a Fund to match to within Raiser's edge  

Environment: All   

Version: All


1. Open Raiser's Edge. 

2. Select "Records > Funds > New Fund"


3. "Fund ID" and "Description" are required fields that need to be filled out. 

4.  Match to funds you create by using the information you include for "Fund ID" and "Description" in your data file.