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

Answer:

For information on importing participants to an event, please see this solution.

To import a participant’s guest, map the Guest’s biographical information using Record Type = Participant – Guest.

To indicate whether the guest should be a full constituent or a non-constituent, highlight "Guests" which is located under "Participants" in the profile navigation pane on the left of the profile view.

If the guest should be a non-constituent:

* Select the option for “Do not search for duplicate constituent records and add as a non-constituent record” if you don’t want IOM to search the database for possible duplicates. You can choose to match on an existing participant guest on First and Last Name or Org Name, or choose to always add new.

* Select the option for "Search for possible duplicates first but add as a non-constituent if no matches are found", if you would like IOM to search the database for possible duplicates.

If the guest should be a full constituent, select the option for “Search for possible duplicates first but add as a full constituent if no matches are found”.

Refer to the ImportOmatic User Guide for additional information.