Product: ImportOmatic

Description: This solution discusses how ImportOmatic auto-picks to an email on a constituent record

Environment: All

Version: All


ImportOmatic can auto-pick a record based on the email.

The email will need to be mapped to Record Type = Constituent Email - Address and the Value Type = (Selected Email Type)

In the left side navigation pane, go to Duplicate Search and check the box to "Perform a duplicate search when a record cannot be matched by ID".

Next, highlight  Auto-pick. Check the box to "Auto-pick record from search results if a single record exactly matches" : Select Email. 

Please refer to the ImportOmatic User Guide for additional information.