Start a new topic

Fund relationships

Can IOM be used to import Fund relationships?

I now see that you can, but what is the minimum you need in order to do this. What if i have just name and Fund ID?
I am wondering the same -- what would be the minimum amount of info we'd need for an import file?
At the very least you will need the constituent's ID or name and then the fund ID or description (depending on your Raisers Edge user options).

Please let me know if you have any other questions about importing fund relationships.

Thank you,
Omatic Support
Login or Signup to post a comment