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Gift Batch Import - Constituent Duplicates

Hello everyone,

 

I attempted to import a batch into Raiser's Edge hoping to create a batch template. I was successful in creating one however, I noticed that during the import process, I was only able to match Organization records, while the Individual donors on my list were given new Constituent Records even though all of the Individuals on my excel list have existing records.

 

Please let me know if there is something in my configuration that I have to double check.

 

Thank you,

Greg

1 Comment

Hello Greg,

My name is John and I work on the Support team here at Omatic. I have created a support case on your behalf to further research this issue. Once we have determined a resolution, I will post the resolution on this forum post. I have emailed your from the case created and look forward to your reply!

Thank you!

John
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