Start a new topic

Linking pledges to event participants

I'm new to IOM and I'm setting up a new profile for event donors and I want to be sure I do this right.

If I want to link a donation to a participant, do they have to be registered as a participant first? I'm assuming that I'll have to do 2 imports:
- Participants and their details
- Sponsors and gifts.

Any advice would be appreciated!
1 Comment

Hi Heather,

I'm not sure what your file layout looks like, but you can definitely import a constituent and create a participant and a linked gift (and multiple guests too!) all in a single pass.

You might review your file format with one of our support specialists during our weekly office hours, held every Tuesday afternoon, where IOM users can drop by our online meeting and ask questions of one of our experienced techs. Here are the connection details:
http://www.omaticsoftware.com/Forums/tabid/108/aft/168/Default.aspx

Jeff
Login or Signup to post a comment