Product: ImportOmatic
Description: This solution discusses importing full and non-constituent participants to an event
Environment: All
Version: All


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

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

Sometimes it may not be clear if all the participants in a data file are existing constituents in RE. If the desired outcome is to add participants as non-constituents if they don't have an existing record in RE, this will require a two-pass import.

In the first pass, import the whole file as usual for importing participants as non-constituents.

If IOM matches to a full constituent, IOM will throw an exception because it won't demote a full constituent.

After importing the file, use the exception file for the second pass. In this pass, set the field mapped to Record Type = Participant and Value Type = Participant is a Constituent to Ignore. This will import the participants and match to their existing records.

Refer to the ImportOmatic User Guide for additional information.