Product: ImportOmatic
Description: This solution describes how to import participants to an event in The Raiser's Edge
Environment: All
Version: All

Answer:

To import a participant to an event, you will need the Event ID of an existing Event in The Raiser’s Edge. You will also want to include data for any fields that are required to create a participant record. You can find these fields in RE\Config\Fields\Participant; some required fields will auto-populate with data and don’t need to be included unless desired. (For example, Invitation defaults to Not Invited).

Map the participant’s biographical information as usual with Record Types = Constituent Field, Constituent Address, etc.

The Record Types for event information are:

Participant
Participant – Guest
Participant – Guest Address
Participant – Guest Phone – Type/Number/DNC
Participant – Guest Email – Type/Address/DNC
Participant – Fee
Participant Attribute – Category/Description/Comments/Date
Participant – Award
Participant – Dinner Preference

Map the Event ID to Record Type = Participant and Value Type = Event ID. This tells IOM that the constituent is a participant for the event.

Refer to the ImportOmatic User Guide for additional information.