Product: ImportOmatic

Description: This solution describes how to import non-constituent participants to an event in The Raiser's Edge

Environment: All

Version: All

Answer:

For information on importing participants to an event, see this solution.

For versions 3.3.2.5 and Earlier:

To import a participant as a non-constituent, you will first map the Participant’s name using Record Type = Constituent Field and Value Types = First Name and Last Name. If you have any address or phone/email data to import these will be mapped to Record Types = Constituent Address and Constituent Phone – Number/Constituent Email – Address.

Include a column in your data file populated with a value of No. Alternately, you can add a virtual column in Virtual Fields with No in the Field Name and use the Static Field function. For more information on how to use virtual fields, please see this solution. Map this column to Record Type = Participant and Value Type= Participant is a Constituent.

For version 3.4 and Later:

To import a participant as a non-constituent, you will first map the Participant’s name using The Raiser's Edge Field = Constituent>Bio>First Name and Constituent>Bio>Last Name. If you have any address or phone/email data to import these will be mapped to:

Constituent > Address> Address

Constituent > Phones> Number> Phone Type

Constituent > Emails> Address> Email Type

Include a column in your data file populated with a value of No. Alternately, you can add a virtual column in Virtual Fields with No in the Field Name and use the Static Field function. For more information on how to use virtual fields, please see this solution. Map this column to Raiser's Edge Field = Participant>Participant is a Constituent.

Refer to the ImportOmatic User Guide for additional information.