I'd just like a quick sanity check before I spend any more time in the manual!
We receive a good number of donations via third-party giving organisations, and transcribing their disbursement statements into RE is a chore. We get documents like this (anonymised):
|Foolandia Charitable Giving - disbursement statement - 20/Jan/2015 - paid to IoMUser Charities|
|Foo ID||Donor Name||Donor Address 1||Donor Address 2||Donor Address 3||Donor Address 4||Donor Address 5||Donor Postcode||Donor Country||Donation Amount||Number of items|
|998877||Jo Bloggs||123 Example Street||London||AA11AA||United Kingdom||2.5||1|
|887766||Davina Donator||42 Eureka Drive||Feltham||BB22BB||United Kingdom||100||1|
and I expect that digesting this kind of document is what ImportOmatic is built for. I would like to build a workflow where my colleague will take this statement, set the default date on the template batch to '20/Jan/2015', load the statement into IOM using the appropriate profile, and get a batch file with new gifts for pre-existing constituents ready to review and commit.
However I am at a loss - the profile seems to expect a constituent code, but "Foo ID" is not the same as our constituent ID (and cannot be). I used "ODS - Full name for parsing" on the Donor Name column and set up virtual fields for the ODS Title/First Name/Last Name, linked to RE Constituent Title/First Name/Surname, but this does not work in the 'test' mode (as indicated in the screenshot) nor when importing a file in 'validate' mode (it generates exceptions, as there is no Constituent ID in the import file).
I tried another approach, I created a constituent attribute, type text, named "Foo ID", and manually set it to the Foo ID of the donors in the test batch. But I cannot find how to get IOM to identify constituents by matching a field with a constituent attribute, and in fact saw a post somewhere that says it's not possible to match on attributes.
If anyone can give me any pointers it would be greatly appreciated!
Value to match - "(.+)"
Value to replace - "PG_CG_$1"
Regex - ON
Could you store "Foo ID" as a Constituent Alias then use the auto-pick option on Alias match?