Product: ImportOmatic

Description: This solution describes how to update phone type and email type

Environment: All

Versions: and higher


Phone type and email type can be updated by using the phone and email import ID. You must use RE:Export to export the import ID field from The Raisers Edge.

Map the phone number or email address as normal with the new type. Map the import ID by selecting either Phones > Import ID or Email > Import ID and then choose the field that contains the phone number or email address.

Note: When using phone import ID, that phone number or email address record will always be updated, regardless of settings in the Phones/Emails section of the profile.

Refer to the ImportOmatic User Guide for additional information.