Product: ImportOmatic
Description: This solution discusses how to import assigned canvassers
Environment: All
Version: All
Answer:
In the data file, you will need the canvasser's constituent ID, RE User Name, Import ID, or System ID - IOM does not search for canvassers using First and Last Name.
All the fields for the canvasser are found under the Record Type = Assigned Solicitor.
You can import more than one canvasser, including updating an existing canvasser, using the relationship group number column. Use this column to group the pieces for the assigned canvasser relationship together.
Go to Assigned Solicitor in the left side navigation pane, and choose whether to match to an existing solicitor, or always add new.
Refer to the ImportOmatic User Guide for additional information.
Description: This solution discusses how to import assigned canvassers
Environment: All
Version: All
Answer:
In the data file, you will need the canvasser's constituent ID, RE User Name, Import ID, or System ID - IOM does not search for canvassers using First and Last Name.
All the fields for the canvasser are found under the Record Type = Assigned Solicitor.
You can import more than one canvasser, including updating an existing canvasser, using the relationship group number column. Use this column to group the pieces for the assigned canvasser relationship together.
Go to Assigned Solicitor in the left side navigation pane, and choose whether to match to an existing solicitor, or always add new.
Refer to the ImportOmatic User Guide for additional information.