I do this every day from a variety of sources and don't have any issues importing both Honor/Memorial within the same file. Can you tell me what happens when you attempt to do both at the same time? Maybe you just need a dictionary to redirect?
You might be a lifesaver. I haven’t even gotten past the tribute phase never mind the Org passes. In the end one tribute gift is always an exception.
Let me just outline my steps for the tribute batches.
Pass 1 – create tribute records and relationship (using the full file)
Pass 2 – to bring in the first tribute type into the gift batch (using IOM update file from pass 1)
Pass 3 – to bring in the other tribute type into gift batch (I don’t know which file to use for this one.
This is where I have a bunch of questions:
· Can I use the same profile for pass 2 and 3 or do I need to create two profiles, one for in honor of and one for in memory of?
· Currently I am trying to do this using the same profile. Is this the problem?
· If I need two different profiles how do I set up the profiles to recognize the difference between In honor of and In memory of? The Support analyst is telling me I need to split out the tribute but I really done understand where that fits in the process.
Your comment above ultimately led me to my solution. I checked my dictionary and there was an issue with the spelling of my entry for in memory of. My data file did not match what was in my dictionary. I also notice another mapping error and when I fixed this I was able to import both tribute type gifts together on one pass. Thank you for responding to me. I am sure I will encounter other issues, but I am taking them one step at a time. Now on to mapping my Organization profiles. Thanks so much.