Product: ImportOmatic
Description: This solution describes how to import constituent records
Environment: All
Version: All

Answer:

For versions 3.3.2.5 and Above:

A constituent is mapped using the Raiser's Edge Field Mapping of Constituent > Bio > First Name, Constituent > Bio > Last Name. 

A constituent can be an individual (person) or an organization (company, employer, school, church, office, affiliation).  If the constituent is and organization the Raiser's Edge Field Mapping would be Constituent > Bio > Org Name.

The constituent's address information is mapped using the Raiser's Edge Field Mapping of: Constituent > Address > Address, Constituent > Address > City, Constituent > Address > State, Constituent Address > Zip, etc.

The constituent's phone information is mapped using the Raiser's Edge Field of: Constituent > Phones > Number > (Selected Phone Type)

The constituent's phone information is mapped using the Raiser's Edge Field of: Constituent > Emails > Address > (Selected Email Type)

For versions below 3.3.2.5:

A constituent is mapped using the Record Type Constituent Field. A constituent can be an individual (person) or an organization (company, employer, school, church, office, affiliation). 

The constituent's address information is mapped using the Record Type of: Constituent Address Field.

The constituent's phone information is mapped using the Record Type of: Constituent Phone – Number.

The constituent's phone information is mapped using the Record Type of: Constituent Email – Address.

You may review the Constituent Record Types for a listing of record and value types available for importing constituent data.

For additional information, please refer to the ImportOmatic User Guide