Hi Erin,
You will map the RG gift import ID to Record Type = RG Amendment and Value Type = Gift Import ID:
Please let me know if you have any other questions.
Thank you,
Amanda
Omatic Software
Hi Erin,
This Knowledgebase article describes how to import RG Amendments. In addition to the original gift's id or import id, you will need to include the pieces of the gift found under Amendment (fund, amount, etc). If these pieces aren't included then they will become blank.
I will take a closer look at this currency country error you're seeing.
Thank you,
Amanda
Omatic Software
Hi Erin,
If your file is set up similar to this, then yes the blank lines will skip and not create exceptions:
Erin Hamalainen
Hi All
Hoping someone could help.
We have recently upgraded to the new version of IOM 3.1.0.3 (from 2.9.4)
I was looking at changing one of our profiles for a Telemarketing file, and want to use the RG Amendment fields to update existing RG's
We have multiple RG gifts on some records where people have restarted more than once, and want to match the RG Amendment fields to the RG GIft Import ID so the correct details are updated. How can we specify the RG gift for this function? When i Choose RG Amendment, it only gives me the fields that have the option of updating.
Thanks
Erin