Product: ImportOmatic
Description: This solution discusses importing to the checklist area of the volunteer record
Environment: All
Version: 2.6 and higher


Starting in IOM version 2.6, virtually all the volunteer fields can be imported. Please update to the latest version of IOM.

The majority of the volunteer categories have their own Record Type, and the fields map directly to their specified field.

The Volunteer Checklist uses the Record Type Volunteer Checklist

After mapping the fields, go to Volunteers in the left side navigation pane. The last box contains the fields for matching to existing volunteer details.

For each category of volunteer data, use the dropdown to select whether to always add a new record or to try and match to an existing record based on one or more selected parameters. If a matching checklist item is found, it will be updated with the imported data. If a matching checklist item is not found, a new one will be created.

Please refer to the ImportOmatic User Guide for additional information.