Product: ImportOmatic

Description: This solution details the order of ID matching during an import.

Environment: All

Version: All



Answer:


The functionality of ImportOmatic is to match to an existing record if the incoming data is an exact match to incoming data in the Constituent ID, Import ID, constituent appeal Finder Number, ID2/SSN, or alias fields.  The order of ID matching is as followed:


1) Constituent Appeal Finder Number

2) SSN

3) Constituent ID

4) Import ID

5) Alias

6) Participant Import ID

7) Membership Import ID