Product: ImportOmatic
Description: How to map a profile to import a canvasser / solicitor to action records
Environment: All
Versions: All
Answer:
This field has the American name for Canvasser, which is Solicitor.
You will need either the canvasser constituent ID or RE User Name or the Solicitor system ID .
You will need either the canvasser constituent ID or RE User Name or the Solicitor system ID .
The mapping will appear as follows: Raiser's Edge Field = Action > Solicitor Constit ID or RE User Name or Raiser's Edge Field = Action > Solicitor System ID
(For version 3.3 and below the mapping will appear as follows: Record Type = Action and Value Type = Solicitor Constit ID or RE User Name. Or, Record Type = Action and Value Type = Solicitor System ID.)
Example:
Refer to the ImportOmatic User Guide for additional information.