Product: ImportOmatic
This solution discusses how ImportOmatic matches to an existing education relationship record
Environment: All
Version: All


ImportOmatic can match to existing education relationships to update the information. The area to choose how IOM matches can be found in the left side navigation pane under Relationships--> Education.

If all the education relationships will be new, you can select to Always Add New. Otherwise, you can choose to match education relationships based on:

School Name
School Name and Graduation Date
School Name and Degree
School Name, Degree and Graduation Date

You can also tell IOM not to match to any education relationships that have a graduation date.

Note: ImportOmatic uses the full name of the school for matching, even if the Raisers Edge user options are set to use the short descriptions for code table entries.

This field applies when matching via school name, etc and does not affect matching via import id. If a match is found using import id, that record is updated regardless of this setting.

Please use the following link to locate the ImportOmatic User Guide for additional information.