BlueFire offers an export file format specifically for clients who use Shelby’s software. To enable this on your account, log into BlueFire and go to the Organization > Add-Ons page. At the bottom you should see an area to select the export option for Shelby.
Before successfully using the Shelby export you have to ensure that the fund names/numbers that your donors select match up to the funds you’ve created in Shelby. If they do not, the funds may not import correctly. You can view the funds available on the Organization > Funds page and by viewing the options available on individual donation forms (click “Edit Funds” in the Action drop-down).
Once you enable the Shelby export, you will be able to find all the files you need on the Reporting > Batches page. Each batch will need to be downloaded and imported into Shelby individually. When you do download a file, you will be prompted to verify the member IDs for the donors in that batch. If a donor does not yet have an ID, you have two options: (1) Continue without an ID and let the Shelby import process create a new donor record or (2) log into Shelby and create a new donor record and ID that you can then enter into BlueFire for use. When you enter a member ID into BlueFire, we store that data and any future gifts by the same donor will automatically be given this ID.
After you download the exported batch file (named BankOne.txt), place it into your data directory path (e.g., c:\shelby\ssv5.dat). Shelby will check this location for a file to import. When it finds one you will be taken to the import wizard. Follows the prompts there and you will be all set.