At our events, we often have attendees who attend (or are at least invited) but do not warrant the creation of a full constituent record. The Raiser's Edge events module allows us to store these as non-constituent participant records.
However, I cannot figure out how to import names (specifically, fields for First Name and Last Name) or address/phone information via ImportOmatic. If I choose Record Type: Participant, there are no name options. I don't want to create a full constituent and this is not a participant guest record.
RE's built-in import functionality allows me to import names for non-constituent participants, although not address info, so it is possible, but, as we all know (or else none of us would be here) RE's imports leave much to be desired.
If anyone could point me in the right direction, I would greatly appreciate it.
I am also trying to import non-Constituent participants to an event and I could swear I was able to do it in the past with the import profile I am currently using.
I have the first name and last name mapped and have a column of "No" for "Participant is a Constituent." The problem is that when I run the import, all of the records fail with the error that "Required Field Missing: ID #" -- They do not have an ID number because they are not Constituents, and I have the column noting they are not Constituents. What am I missing? Is there something else in Config that I need to do?
If you attach a copy of your import profile, I'll take a look and see if anything comes to mind. Attached is mine.
Because you need to add/update the email address you will need to maintain the same mapping used to add the participant to the event. This means that on the second pass you will include the participant import id, constituent first name, constituent last name and the email address at minimum, within the profile. The mapping for the email address will be Constituent > Emails > Address > (whatever the email type may be), this will allow for the existing non-constituent participant record to be updated with the email address information. Try this out and let us know if you have any other questions!