Start a new topic
Implemented

Ability to match relationships to existing records

My formula adds relationships as non-constituent records, rather than matching to an existing constituent record. We import a lot of relationships as an organization and it's important that they are linked to the existing constituent record in RE NXT! I've tried mapping the System Record ID, the constituent ID, the exact name, nothing gets through. We really need it for new constituent records from import, as well as updates to existing constituents.


3 people like this idea

Hi Jane!


Thank you for sharing this idea. We are waiting on an update from Blackbaud to the SKY API, that will enable us to match relationships to existing full constituents. As soon as that update is released, we will plan to update Omatic Cloud as well.


Best,

Kristen Gajdica

Product Manager

This feature has been released. Omatic Cloud now has the ability to search for both full constituents and non constituents when matching a relationship.


You can find more information here.


Best,

Kristen Gajdica

Product Manager

Login or Signup to post a comment