I've been trying to find a solution to an issue I'm having and I haven't been able to find it on the forums as of yet. The issue basically comes down to this:
I'm importing donations and using IOM to match to pre-existing constituents if available, if not it's generating new constituents and importing the gift onto the constituent files.
The issue I'm having is if I'm importing a new constituent I want to import a constituent code of "Individual" onto the file, but if there is already a pre-existing record (which already has a constituent code) I'd like IOM to not import a constituent code and not update the already existing constituent code.
You can use a Raisers Edge default set for these constituent codes. In your IOM profile you can specify that default set to only apply to new records.
This Knowledgebase solution describes how to set up a default set.
In your IOM profile, you can then apply that default set in the Defaults area.
Posted By Tom Wright on 12 Jan 2015 05:09 AM
The other thing to try (disclaimer: this is from memory) is to type "current system date" in the date from box within the default set.