Product: ImportOmatic

Description: This solution describes how the map a soft credit

Environment: All

Version: All


Answer:


The constituent ID or constituent import ID of the soft credit recipient must be in the data file and mapped within the IOM profile.


For versions 3.3.2.5 and Earlier:


The mapping will appear as follows: Record Type = Gift Field and the Value Type = Soft Credit - Constituent ID (or Soft Credit - Constituent Import ID)


Example Mapping:


For version 3.4 and Later:


The mapping will appear as follows: Raiser's Edge Field = Gift > Soft Credit - Constituent ID (or Raiser's Edge Field = Gift > Soft Credit - Constituent Import ID)


Example Mapping: 



Refer to the ImportOmatic User Guide for additional information.