Product: ImportOmatic
Description: This solution discusses changes to existing gift records
Environment: All
Version: All
Answer:
It is possible to import gift records to the incorrect constituent record using ImportOmatic. However, deleting gifts from the incorrect constituent record is a decision that should be directed to whomever is in control of posting and accounting for gifts entered into RE. (i.e. Finance Department).
If the same Gift ID will be used for importing to the correct constituent, you will need to have this conversation with that person before performing the import due to the Gift ID being required to be unique.
If the gift was entered erroneously, it more than likely should be deleted, however, we are unable to instruct you to delete gifts from your system. Please check with the person responsible for gift activity in RE.
Description: This solution discusses changes to existing gift records
Environment: All
Version: All
Answer:
It is possible to import gift records to the incorrect constituent record using ImportOmatic. However, deleting gifts from the incorrect constituent record is a decision that should be directed to whomever is in control of posting and accounting for gifts entered into RE. (i.e. Finance Department).
If the same Gift ID will be used for importing to the correct constituent, you will need to have this conversation with that person before performing the import due to the Gift ID being required to be unique.
If the gift was entered erroneously, it more than likely should be deleted, however, we are unable to instruct you to delete gifts from your system. Please check with the person responsible for gift activity in RE.