Omatic Support

Thank you -- I appreciate the response. We will just not be able to import these for the time being, then. We don't know for sure if someone is a constituent or not, and that is our problem. What I was hoping for would be for the system to create a non-constituent if it searches the database and finds no matches, since the file we have access to for imports does not include a consistent Y or N we can rely on for the Is Constituent field. I suppose I could always load everyone as non-constituents for the time being and go back to try linking them. I appreciate the help!

I agree with Callie - having a two step proces is better than not importing them at all. You get the constituents done first then use the "reject" file and import them as participants. Fairly straightforward.

Hi Katie,

You can absolutely do this very easily, it's just that you would process the import file once and then make a change to the profile and import the exceptions file from the first import. The first method I thought of is a little different than Callie's, but conceptually the same. Here are the exact  steps (and don't forget the last one):

1) In the profile, check the box on the "Constituents" node that says "Do not add new constituents if they do not match an existing record".

2) In the profile, change the "Participant is Constituent" field mapping to "Ignore"

3) Import file. Only those rows that match to an existing constituent will be imported, the rest will be in the exceptions file.

4) In the profile, undo changes from steps 1 & 2, and turn off Duplicate Searching (you can leave it on if you want, but no point)

5) Import the exceptions file, all remaining rows that were not matched to an existing constituent will not be non-constits.

6) Take the rest of the day off, you deserve it!

Let us know how it goes!

Jeff

Thank you everyone -- I will see about using this as a work around for the time being! I appreciate the quick responses. Don't worry, Jeffrey, I will most certainly make sure to follow step 6!

Just gave this a try and it will work!

Now on to my new issue -- it isn't importing my registration, registration date, or participation type, even though I have it mapped. Am I missing a field that is required for those things to be imported?

Thanks, Amanda -- it's on its way!

I am back again a year later :) We heard at the conference that we may be able to update the profile created to now populate the Registration Units and the No. of Units, etc on the Registration Fees tab. Is this true? If so, this would save us loads of time and I would like to learn how to make those changes to our current profile!

I thought this might be the best thread to troubleshoot my problem.

I'm also trying to import event participants. The first import worked fine. I then tried importing the same group of people into another event. Importomatic reported that it added/updated the correct amount of records. When I view the relevant event(s) in the Raiser's Edge, these people have not been imported into the second event. As part of both imports I am updating the Constituent Appeal - Appeal field. I can see that this is updated as the first import recorded one value, and I can see a second value for the second import. This is imported as a virtual field which is the same as the Participant - Event ID field.

I am supplying the Constiuent Field - ID to allow Importomatic to match the participant to the already existing constituent.

A bit of information about our setup:

We are hosted by Blackbaud.
I am using Importomatic 2.6.0.16