We are using IOM 2.4. We have an import file with a mix of new and existing constituents. For new constituents, we would like to add a constituent code and a set of attributes. For existing constituents, we don't want to add those attributes or constituent codes. Is there a way to do this without using the API? Do I have to do two passes? Can I use default sets? Please advise.
I can't quite figure out how to not add an attribute on a record if it already exists using a default set.
[The attribute "Paragon #"] is populated in my data file which has both new and existing constituents in it, but if it already exists on the constituent record I don't want it added again.
So I'm a bit confused as to whether you are adding this attribute with a default set or if the attribute value is in your data file. Also, based on this
if the record exists I don't want it added.
is it safe to assume that ANY existing constituent already has the attribute? (just confirming that "record" means constituent and not attribute).
If you are adding the value by a default set and you can assume any existing constituent already has the attribute, then you will need two different default sets, one with the attribute for new constits, one without for existing constits. You would set these default sets here:
If this attribute data is in your import data file and you do not want to add another attribute, you would choose either "Update existing" or "Ignore new value" under Constituent settings (see below). Another option might be converting your attribute to be unique in the Raiser's Edge, so you'll never have two of the same attribute again.
Does this answer your question?