We've just started importing tributes using IOM and have 2 items that we cannot figure out.
1. This is a similar problem to the BBNC Connector. When multiple acknowledgees exist, all of them are selected rather than just the imported record. Is it possible to automatically select just the acknowledgee in the import?
2. Some tributes do not require a letter sent to the acknowledgee, we would like to mark these as do not acknowledge. Not the Gift Field, but the field on the tribute tab of the gift.
I searched the forums, but didn't find an answer. I suspect the answer to both of these questions is "not possible", but I'm hoping otherwise.
Unfortunately standard ImportOmatic functionality does not handle these scenarios.
This is something that may be accomplished by the IOM API during import. If you have a resource that can program in Visual Basic (vb.net) then they would be able to write this customization for you. If you do not have such a resource, we can provide this customization as a service.
Please let me know if you have any other questions.
Good evening Wayne,
Yes, two step import in place and we just a smidge better off than we were using the Raiser's Edge/NetCommunity Connector at the moment. If you've used it, you'll understand what I mean.
#1 is fine and understood.
#2 is the issue.
First pass: Import new tribute Constituents, create the tributes in RE or link to existing, add the Individual Relationship record for Acknowledgees and link them to the tribute.
Second Pass: Import constituents and gifts, linking gifts to tributes (This is all fine so far) and (Following is the issue) ONLY select the Acknowledgee indicated by the donor in the import file. Right now, it selects all Acknowledgees. After the import, we need to cross reference the batch against the import file after import. So, yes we want to uncheck "Ackn?" for certain acknowledges from the gift tribute.
And finally, if no acknowledgee was indicated by the donor, Do Not Acknowledge the tribute.
We're hosted so I don't know what options we have in this environment. Blackbaud's servers and nothing goes on without their permission.
Thank you very much for taking the time At the moment, I am checking the forum infrequently because I am covering for a co-worker who is unexpectedly away. Only option for me right now is the wee hours so please excuse my delays.