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Guests Gifts and SC not linking to event and participant

Hello,

I successfully imported the Guest.  When I import the gift it is not linking to the guest, even though the guest is on the record.  In addition, I have ticked the box to Soft Credit the Participant for Linked gifts from other donors.

Why is this happening and how do I fix it to SC the participant and link the gift to the guest?


I can send screen shots of my set up and a sample file if necessary.

Please help as we are launching a website next week that needs this functionality!!


Thanks heaps in advance!!!

2 CommentsSorted by Oldest First
Now I tried another import and I am prompted to update the registrant to the guests that are being imported which updates the constituent record!
What is going on??
Hi Kim,

A sample file and your IOM profile will be great. I want to make sure I'm replicating your set up. To send the profile to support@omaticsoftware.com:

* IOM Configuration
* Highlight the profile you are using
* Right click on its name and choose to export
* Send me the .xml file that is created
* It will be named in this fashion: IOM_Profile_Export_ .xml

Thanks!
Amanda
Omatic Support
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