I'm trying to replace an old Access system our charity use to pre-process data files before importing them into RE. The bit I'm stuck on having a better solution for is that the Access app takes a csv, highlights any gift appeal or campaign codes that aren't in RE, then provides a drop-down for a user to choose the correct campaign/appeal. Once it's all done then they export a csv file and it loads into RE with no problems. Is there any way to replicate this correcting of missing campaign/appeal data through Importomatic in some way? Some kind of interactive screen when no matches are found for a gift campaign appeal.
Hi John, that'd be good to know please. Thanks.
It's certainly possible to build a customization do this into an IOM profile, but the level of effort to do so would likely be pretty high. If you'd like to get a price estimate I can have your account rep reach out to you to discuss options.