I'm looking at doing some imports where some records have First Name and Last Name, some have Organization Name, and some have both. How does ImportOmatic know when to do an individual and when to do an organization? JJ
almost 7 years ago
Hi JJ, IOM does look at the name fields to determine if it is an individual or an organization. Specifically Last Name for Individuals and Organization Name for Orgs. If you have both for some records I would reccomend to see if it is possible to map the Org name field to an Organization relationship. It might be a little easier to split up the file to work with those individuals with an org name. Hope this helps!