Product: ImportOmatic
Description: This solution discusses the duplicate matching screen functionality in regard to matching non-constituent participant records
Environment: All
Version: All
Answer:
The duplicate matching window will only look for constituent records and non-constituent relationship records. In order for a participant record to be located by the duplicate matching screen, they would have to have a full record or be a non-constituent relationship of a full constituent participant record.
However, if you have the Import ID for the non-constituent participant record, you can update non-constituent participant records with ImportOmatic.
To use this method:
However, if you have the Import ID for the non-constituent participant record, you can update non-constituent participant records with ImportOmatic.
To use this method:
Map the non-constituent import id to a record type of "Participant" and a value type of "Import ID"
Example: If you were adding attributes to the non-constituent participant record, this is the mapping you would select, along with mapping any participant attribute information
Example: If you were adding attributes to the non-constituent participant record, this is the mapping you would select, along with mapping any participant attribute information