Product: ImportOmatic
Description: This solution discusses how to import a business relationship as primary and mark the business's address as preferred
Environment: All
Version: All
Answer:
For more information on how to import an organization relationship and update the address on the relationship only, while not updating the address on the organization's record, please see this Knowledgebase solution.
If you open an Organization Relationship record in RE, you will notice there is not a place to set that address as the preferred address for the Individual constituent where it resides. When you set an Organization to Primary Business, RE will duplicate the address that is on the Organization Relationship record to the Addresses tab of the Individual. It is this address that now has the option to be set as preferred, and in the back end of RE it is actually stored as a separate address record in the addresses table, linked to the Organization Relationship address. For this reason, setting a Primary Business Address to be an Individual Constituent’s Preferred Address is a two pass import process in IOM.
The first import pass will create the Individual Constituents and their home addresses, if applicable. It will also create the Organization Relationships, along with their addresses, and mark the Organization Relationships as “Primary Business.”
If you are bringing in Individuals’ home addresses, in addition to Organization Relationship addresses, then those two different types of addresses must be in separate sets of columns in your data file. If you are creating new Individuals in pass 1, the addresses that are mapped to Constituent Address will be set as their preferred by default - the second pass will change it. If you are also importing Organization records as primary constituents in this pass, their addresses should be in the same set of columns as the Individual home addresses.
NOTE: If you do not import a Constituent Address in the first pass, then RE will create a blank address record for the Individual. This blank address record will exist on the Individual even after the second pass of this process. This is RE default behavior and, unfortunately, cannot be avoided using IOM’s default functionality.
In the second import pass will only be setting the Organization Relationship addresses (the Primary Business addresses) to be the Preferred Address for the Individuals.
Setting up Pass 1
1. Map everything for the individual and organization as normal. The columns for the Individual’s home addresses will be mapped to Constituent Address fields, and the addresses for their Organization Relationships will be mapped to Organization Address fields.
You will need to have a column for "Is Primary" with a value of "YES" in your data file for each row that is to have the Organization set to the Primary Business Information. This column will be mapped to Record Type = Organization Relationship and Value Type = Is Primary.
You may be able to use a Virtual Field (Function = Static Field) for this, but only if every row has an Individual mapped in the Constituent fields, and every row has an Organization Relationship present in the file. You could also use the Copy Field function, with the seed set to Record Type = Organization Relationship and Value Type = Org Name, and a Regular Expression (RegEx) dictionary that is evaluating that field to not be blank, to set this value. For more information on this type of RegEx, please see this post on our forum.
You will also need a column for "Is Preferred" with a value of "YES" for each row that is to have the Organization's address set as the Individual's preferred address. This can also be a virtual field. This will be set to IGNORE for the first pass.
2. Under Output-->Files select to Include the Import ID of all matched or added Constituents in the output file.
(note: if you already have constituent IDs or Import IDs in your file you can skip this step)
This will create a file that will save in the location specified under Location for error/exception files. Columns will be added to the beginning of the file for the Import IDs. The output file will be named in this fashion: YYYYMMDD_HHMMSS_Updates.csv.
Setting up Pass 2
1. Highlight the profile and select to Copy
2. Add a new column to the beginning of the profile. For more information on how to add columns to a profile, please see this Knowledgebase solution (note: if you already have the constituent ID or Import ID in your file you can skip this step)
3. For this profile you’ll only map the constituent’s ID/import ID, the organization’s address as the constituent's address, and the "is preferred" field
If you added the "Is Preferred" column to your data file, go ahead and map it here. You could also potentially use a Virtual Field for this, with the same caveats as the one in pass 1.
Import
1. Run the first pass as usual, using your original data file
2. For the second pass, use the YYYYMMDD_HHMMSS_Updates file
After import the business address is now set as the individual's preferred address
The IOM API may be able to handle this as a conditional single pass import (Ex: If Org name not blank then set as primary business and set business address as preferred). This may also avoid the blank address record that RE leaves behind if you are not importing home addresses in the first pass. If you have a programmer in-house they could write this for you, or it could be purchased as a customization from Omatic Software.
There is an existing suggestion on UserVoice to make this a more automated process in IOM. We encourage you to vote for it.
Please use the following link to locate the ImportOmatic User Guide for additional information.
Description: This solution discusses how to import a business relationship as primary and mark the business's address as preferred
Environment: All
Version: All
Answer:
For more information on how to import an organization relationship and update the address on the relationship only, while not updating the address on the organization's record, please see this Knowledgebase solution.
If you open an Organization Relationship record in RE, you will notice there is not a place to set that address as the preferred address for the Individual constituent where it resides. When you set an Organization to Primary Business, RE will duplicate the address that is on the Organization Relationship record to the Addresses tab of the Individual. It is this address that now has the option to be set as preferred, and in the back end of RE it is actually stored as a separate address record in the addresses table, linked to the Organization Relationship address. For this reason, setting a Primary Business Address to be an Individual Constituent’s Preferred Address is a two pass import process in IOM.
The first import pass will create the Individual Constituents and their home addresses, if applicable. It will also create the Organization Relationships, along with their addresses, and mark the Organization Relationships as “Primary Business.”
If you are bringing in Individuals’ home addresses, in addition to Organization Relationship addresses, then those two different types of addresses must be in separate sets of columns in your data file. If you are creating new Individuals in pass 1, the addresses that are mapped to Constituent Address will be set as their preferred by default - the second pass will change it. If you are also importing Organization records as primary constituents in this pass, their addresses should be in the same set of columns as the Individual home addresses.
NOTE: If you do not import a Constituent Address in the first pass, then RE will create a blank address record for the Individual. This blank address record will exist on the Individual even after the second pass of this process. This is RE default behavior and, unfortunately, cannot be avoided using IOM’s default functionality.
In the second import pass will only be setting the Organization Relationship addresses (the Primary Business addresses) to be the Preferred Address for the Individuals.
Setting up Pass 1
1. Map everything for the individual and organization as normal. The columns for the Individual’s home addresses will be mapped to Constituent Address fields, and the addresses for their Organization Relationships will be mapped to Organization Address fields.
You will need to have a column for "Is Primary" with a value of "YES" in your data file for each row that is to have the Organization set to the Primary Business Information. This column will be mapped to Record Type = Organization Relationship and Value Type = Is Primary.
You may be able to use a Virtual Field (Function = Static Field) for this, but only if every row has an Individual mapped in the Constituent fields, and every row has an Organization Relationship present in the file. You could also use the Copy Field function, with the seed set to Record Type = Organization Relationship and Value Type = Org Name, and a Regular Expression (RegEx) dictionary that is evaluating that field to not be blank, to set this value. For more information on this type of RegEx, please see this post on our forum.
You will also need a column for "Is Preferred" with a value of "YES" for each row that is to have the Organization's address set as the Individual's preferred address. This can also be a virtual field. This will be set to IGNORE for the first pass.
2. Under Output-->Files select to Include the Import ID of all matched or added Constituents in the output file.
(note: if you already have constituent IDs or Import IDs in your file you can skip this step)
This will create a file that will save in the location specified under Location for error/exception files. Columns will be added to the beginning of the file for the Import IDs. The output file will be named in this fashion: YYYYMMDD_HHMMSS_Updates.csv.
Setting up Pass 2
1. Highlight the profile and select to Copy
2. Add a new column to the beginning of the profile. For more information on how to add columns to a profile, please see this Knowledgebase solution (note: if you already have the constituent ID or Import ID in your file you can skip this step)
3. For this profile you’ll only map the constituent’s ID/import ID, the organization’s address as the constituent's address, and the "is preferred" field
If you added the "Is Preferred" column to your data file, go ahead and map it here. You could also potentially use a Virtual Field for this, with the same caveats as the one in pass 1.
Import
1. Run the first pass as usual, using your original data file
2. For the second pass, use the YYYYMMDD_HHMMSS_Updates file
After import the business address is now set as the individual's preferred address
The IOM API may be able to handle this as a conditional single pass import (Ex: If Org name not blank then set as primary business and set business address as preferred). This may also avoid the blank address record that RE leaves behind if you are not importing home addresses in the first pass. If you have a programmer in-house they could write this for you, or it could be purchased as a customization from Omatic Software.
There is an existing suggestion on UserVoice to make this a more automated process in IOM. We encourage you to vote for it.
Please use the following link to locate the ImportOmatic User Guide for additional information.