Product: ImportOmatic
This solution describes what the options are on the duplicate search matching results screen.
Environment: All
Version: All


There are four buttons on the duplicate search matching results screen.

  1. Match to selected record - Single-click on any constituent to select, then click the Match to Selected Record button to match the incoming data to that constituent.

  2. Search for a record - Click the Search for a Record button to manually search for another possible match using the constituent search form. Constituents selected in this manner are added to the grid as possibilities – you may then select them for matching.

  3. Add as new record - Click the Add as New Record button to indicate that the incoming data does not match an existing record and should be imported as a new constituent record.

  4. Skip this record - Click Skip this Record to have the current data row sent to the exceptions file to be dealt with later. The whole row will be sent to an Exceptions file and nothing in the record will be processed.

Refer to the ImportOmatic User Guide for additional information.