Product: ImportOmatic

Description: This solution discusses how to move phones/emails from an existing address to a new address record. 

Environment: All

Version: All


This selection must be made within the IOM profile left hand navigation pane processing rule settings. 

  1. Open the IOM profile
  2. Highlight "New Preferred Address" on the left of the open profile view. 
  3. Select the check box option labeled "Copy Phones/Emails to new address"
  4. Save the changes to the profile. 

When the "Advanced Address Processing" window appears during the import processing, selecting 'Add As Is' or 'Add with Edits' will allow the existing phone/email on the existing address record to be copied to the new address record.

Refer to the ImportOmatic User Guide for additional information.