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Event Participant Import - Constituents?

Hello everyone,

 

I am currently formatting an excel file that contains about 4500 participants. My supervisor wanted me to import these participants into the Events ID record, tie any participant to a constituent record if one already exists, while at the same time, create constituent records for new participants and tie them into the record.

 

I do know that there is a "Participant is a Constituent" is a field in Importomatic, I was just wondering if there were any suggestions for records who aren't already in our system.

 

Any help will be greatly appreciated.

 

Thank you,

Greg


Hi Greg,

If ImportOmatic can't find an existing constituent in RE, a new record will be created. Using the "Participant is a Constituent" will allow you to add that participant as a non-constituent participant. You do this by adding a value of "No" in your data file. Otherwise you don't need this field and IOM will add that participant as a full constituent in RE.

I would recommend testing with a few participants to make sure you're seeing the desired results.

Please let me know if you have any other questions.

Thank you,
Amanda
Omatic Software

Thank you for your reply.

 

It looks like your suggestion worked like a charm!

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