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Help Request for Large Import


I have a CSV file with close to 5000 rows that I want to import into Raiser's Edge

When I set up the profile what is the best way to accomplish the following:

If the person is already in the database automatically put them to an exception file

If they are not create a new record that will have a specific attribute

When checking for duplicates how do I set the profile so that if it is a 85% or greater match based on Last Name (5), First Name (3), Address and/or email to put to exception file/not ask me

What I'm trying to avoid is having to click Add New for 4,500 records

But I also want it to check for dupes

Any help much appreciated!



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