Product: ImportOmatic
Description: This solution describes how to import additional addressee/salutations
Environment: All
Version: All

Answer:

There are two ways to accomplish this addition: 

The first method would be to add the desired addressee/salutation values to a default set within RE and then associate that individual default set that contains the addressee/salutation values with the profile the data will be paired with to import into RE.

The second method would be to add the desired addressee/salutation values to the data file in columns. You would need to either type in the appropriate formatting for the constituent addressee/salutation or enter the id from the addressee/salutation from RE Configuration. Either will work. If you type the format instead of using the ID, the addressee/salutation will be added as "editable" in RE. 

You will need to decide to go with one or the other though, there is no need to  co-mingle both methods. If you only want to add these additional addressee/salutation values to new constituents, the default set would more than likely be the preferred method. Default sets will only add values to brand new records. 

To Locate the Add/Sal ID Number for the main constituent:

First in RE, go to Config--> Addressees/Salutations. Right click within the list and choose to Preview--> Addressees/Salutations Report.

This report will give you the ID for the formulas you would like to use for the addressees and salutations.

The IDs for the primary addressee and salutation will be mapped to Raiser's Edge Field = Constituent > Bio > Primary Addressee ID OR Primary Salutation ID

For the additional addressee and salutation, these will be mapped to Raiser's Edge Field = Additional Add/Sals > Add/Sal (ID) > (select the specific type) 

To Locate the Add/Sal ID Number for the individual relationship (spouse): 

You can map a primary addressee/salutation value for individual relationships, but not additional addressee/salutation values. In order to add additional addressee/salutation values to the spouse you will need to do a second pass of the data with the spouse mapped as the main constituent instead.

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