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how to import a new date for constituent codes

I am importing new information for employees that are already in our database. I have a "Hire Date" column in my source file, and I'd like to attach that to the "Constituent date from" field. How do I do this?

Hi Julie,

After you map your file with the constituent code and the date you would like to import, go to Constituents in the left side navigation bar. Select to "Update existing" if imported constituent code already exists.

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Please let me know if you have any other questions.

Thank you,
Amanda
Omatic Software

Thanks Amanda. When I ran a test, I had a problem with it adding a brand new constituent code, rather than "updating the existing". Maybe it's because I'm telling it to pull from a default set that has the code? I do not have the Employee code in my source file. Do I need to add it?
Hi Julie,

If you're using a default set under "Modified constituents" then it will add another constituent code. Yes, you'll want to add the constituent code to your file in this case.

Please let me know if you have any other questions.

Thank you,
Amanda
Omatic Software
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