import

  • Setting Up Automated Data Imports for Balance

    Automated data imports allow you to establish a secure, hands-free connection between your systems and the Balance platform. By automating your bulk data transfers,…

  • CPI Adjustment

    The Balance interface has a standard Consumer Price Index (CPI) Utility that can be configured to create automatic inflation adjustments. The inflation adjustments will impact funds historical gift…

  • FAQ: Imports - Do I Need to Delete or Reload My Data?

    So you've uploaded an import file and realize you need to make corrections? No problem! Find the import type you used below to see how to correct your data:…

  • Adding/Changing Funds in Bulk

    This article discusses how to add or edit fund information in bulk by using an import. Downloading the Import File Navigate to Import/Export on the left side panel in your database.…

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