Product: ImportOmatic
Description: This solution describes how the map a solicitor to a gift record while importing
Environment: All
Version: All
Answer:
To add solicitor(s) to gifts when importing with ImportOmatic, the solicitor(s) will need to be identified in the data file in one of the following ways:
A. Solicitor Alias
B. Solicitor Constituent ID or RE User Name
C. Solicitor Import ID
D. Solicitor System ID
The record type for mapping will be "Gift Field" and the value type will be based on the above method that was placed in your data file.
Refer to the ImportOmatic User Guide for additional information.
Description: This solution describes how the map a solicitor to a gift record while importing
Environment: All
Version: All
Answer:
To add solicitor(s) to gifts when importing with ImportOmatic, the solicitor(s) will need to be identified in the data file in one of the following ways:
A. Solicitor Alias
B. Solicitor Constituent ID or RE User Name
C. Solicitor Import ID
D. Solicitor System ID
The record type for mapping will be "Gift Field" and the value type will be based on the above method that was placed in your data file.
Refer to the ImportOmatic User Guide for additional information.