To use your export file for Realm, you will need to make sure the necessary information is entered in the SecureGive system. Realm requires that Giving Numbers and Funds are entered to be able to import transactions to their database.
To Connect Giving Numbers: You will need to input the Realm Member ID into the Member ID field for each member profile in SecureGive. You will only have to do this one time for each member, and it will stay connected to them for all future transactions. Do this by clicking the exclamation point in the Member ID column from the “All Transactions” page, and then enter their Member ID and choose the Update Member ID button.
You can also add a Member ID from the donor's profile by clicking the Add Member ID link, entering their Member ID, and then clicking the Update Member ID button. You can also click the Edit pencil at the top right, scroll down to the Realm Member ID blank, and then input the Member ID there. *Please note that this will automate an email to the donor that their profile has been updated. Be sure to select Save.
To Connect Fund Numbers: To connect a fund, you will go to Categories > Donations or Purchases. Once on the “Donation Categories” or “Purchase Categories” page, you will click the edit pencil next to the category that you need to connect a fund number to. Then enter the fund number from Realm in the Realm Category ID blank and press “Save Changes” at the bottom.
Once the Giving Numbers and Funds are saved, you will go to Reporting > All Transactions and use the Search tools to choose the dates you’d like to export. You’ll use the “Export to Realm” option to save your Realm file to the computer. From here, you’ll need to follow the Realm import instructions. If you do not have those instructions, you can reach out directly to Realm and they can assist!
SecureGive will not track what dates you have exported so we suggest that you set up a schedule for exporting. We also suggest that you save each file with a name that includes the export dates for easy tracking.