I received a guest list of more than 1000 names. I was wondering if it were possible to import these names through Importomatic while matching/pulling their constituent record (if one already exists in our system based on a match) while at the same time creating new constituent records for the participants who do not already have a constituent record in our system.
I would appreciate any help you guys have.
Though, I'm almost certainly using an older version of IOM than you are. It's possible you have functionality I do not.
Posted By Marie Stark on 09 Sep 2015 07:17 AM
Yes, that could be done. If all you have are the names, you could set up First Name and Last Name as your duplicate critieria.
The import will then try to match on the name.
Thank you for your reply.
I will test this out momentarily.