Description: This solution discusses how to remove a constituent code or solicit code from a record during an import with the solicit/constituent code removal character option in the profile.
Environment: All
Versions: All
Answer:
- To remove a constituent code or solicit code from a record during import, the code should be in the source data file with a "-" character in front of the code. It is recommended to change the data type for the column in Excel to "text"
- Map the column in the profile with Record Type = Constituent Field and Value Type either Constituent Code or Solicit Code
- In the Profile Navigation Pane, select Constituents
- Check the box for Use Solicit/Constituent Code removal character
Refer to the ImportOmatic User Guide for additional information.