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!