Is it possible to link existing gifts in RE with existing memberships? I have an export of all the gifts and their gift id's, I can not figure out what other information i would need in order to link them the memberships on the constituent record and how to link them. Thanks!
You're in luck! Omatic happens to hosting a webinar introduction to the ImportOmatic API this Thursday at 2pm Eastern/11am Pacific. See the event page here for more information: http://www.omaticsoftware.com/Event...fault.aspx
I hope you can join us!
You can access the API by going to Virtual Fields in your profile and then the Launch Code Editor button in the bottom right corner.
We also have an API forum. In the top link you'll find documentation and a demonstration video. You can get lots of ideas of what you can do with the API.
Thanks for the info!
How would I go about getting access to the API? I know a good deal of visual basic, so it would be interesting to see if I could program this and possibly a few other things that we currently think aren't possible through import-o-matic.
Unfortunately that is not currently available in ImportOmatic. I would encourage you to add the suggestion to our UserVoice site.
This is also something that could very likely be accomplished by the IOM API. If you have a resource that can program in Visual Basic (VB/VBA) 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 questions.