Product: ImportOmatic
Description: This solution discusses how ImportOmatic auto-picks to an alias on a constituent's record
Environment: All
Version: All
Answer:
ImportOmatic can auto-pick a record based on the alias.
The alias will need to be mapped to Record Type = Constituent Alias - Match or Add and Value Type = "your choice of alias type" .
In the left hand navigation pane, select "Duplicate Search". On the right of the view select to check the box labeled "Perform a duplicate search when a record cannot be matched by ID".
Next highlight "Auto-pick". On the right of the view select to check the box labeled "Auto-pick record from search results if a single record exactly matches". Next, select "Alias" from the check box options. If the constituent's first and last name or the organization name are also in the file, you can select the option to auto-pick on "First & Last or Org Name, Alias". If you're running IOM 2.3 or higher, you can check both options as well.
Description: This solution discusses how ImportOmatic auto-picks to an alias on a constituent's record
Environment: All
Version: All
Answer:
ImportOmatic can auto-pick a record based on the alias.
The alias will need to be mapped to Record Type = Constituent Alias - Match or Add and Value Type = "your choice of alias type" .
In the left hand navigation pane, select "Duplicate Search". On the right of the view select to check the box labeled "Perform a duplicate search when a record cannot be matched by ID".
Next highlight "Auto-pick". On the right of the view select to check the box labeled "Auto-pick record from search results if a single record exactly matches". Next, select "Alias" from the check box options. If the constituent's first and last name or the organization name are also in the file, you can select the option to auto-pick on "First & Last or Org Name, Alias". If you're running IOM 2.3 or higher, you can check both options as well.