Product: ImportOmatic
Description: This solution provides how to generate an output query of imported data
Environment: All
Version: All

Answer:  


IOM can create several types of static queries to help you check your imported information.  Select the checkbox beside each query you want to create and give each selected query a name.


Output Queries


Added Constituents

When this option is checked, Constituent records that are added as new constituents will be placed in a Constituent Query.  The newly-created query will be named as specified in the Name textbox.


Modified Constituents

When this option is checked, Constituent records that are modified during processing will be placed in a Constituent Query.  The newly-created query will be named as specified in the Name textbox.


Added Gifts

When this option is checked, Gift records that are added during processing will be placed in a Gift Query.  The newly created query will be named as specified in the Name textbox.  

It is highly recommended that you create a gift query whenever importing gifts directly onto the constituents.  A gift query will not be created when importing into a gift batch; in this case you should set RE to create a query when committing the batch.


Added Participants

When this option is checked, Constituent records that are added as new event Participants will be placed in a Participant Query.  The newly-created query will be named as specified in the Name textbox.


Modified Participants

When this option is checked, event Participant records that are modified during processing will be placed in a Participant Query.  The newly-created query will be named as specified in the Name textbox.


Added Memberships

When this option is checked, Membership records that are added will be placed in a Membership Query. The newly-created query will be named as specified in the Name textbox.


Modified Memberships

When this option is checked, Membership records that are modified during processing will be placed in a Membership Query.  The newly-created query will be named as specified in the Name textbox.


Save Queries in Category

Select which query category to use when saving the queries.

Query categories are available in RE versions 7.9.2 and later.


Please refer to the ImportOmatic User Guide for additional information.