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Fund Importing

I don't know if I am missing something, but I would love to be able to import fund attributes into RE. Semiannually we import the gift value, market value, and amount available for distribution as attributes onto the fund. I love the dictionary capabilities of IOM which would help making importing these attributes much easier for what we are trying to do. I have to do quite a bit of cleanup in excel before using a regular import in RE. If this could be added to the import features of IOM, I would love it. Right now I see the capability to import fund relationship to a constituent, but not these fund attributes. I might be missing something though!

1 Comment

Hi Gina,

You are correct that ImportOmatic does not currently import Fund Attributes. I would recommend creating a UserVoice suggestion.

I hope you have a nice weekend!

Amanda

Omatic Support

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