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Import Multiple Prospect Ratings

I have an import file with multiple addresses and multiple rating categories for each constituent. I understand that I'll have to perform multiple passes in order to add the additional addresses, will I have to do the same for the additional rating categories? For example I would like to bring ini Major Giving Capacity, Major Giving Capacity Rating, Target Gift Range and the Estimated Wealth Rating. All of the necessary sources and categories are setup in the RE database. Thanks, Heather

Excellent! Thank you!

Hi Heather,

You are able to import multiple ratings at one time. You will use the Relationship Group # column to group the different pieces of the Rating together:

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Then go to Prospect in the left side navigation bar. Select how to match to ratings. If they all have the same source, you may need to choose Source and Category, for example:

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Please let me know if you have any other questions.

Thank you,
Amanda
Omatic Support

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