Product: ImportOmatic
Description: This solution describes how to import updates to spouse last name field

Environment: All

Version: All

Answer:

1. Make sure the constituent and spouse are mapped in the Import Profile, this will allow the ability to update both non-constituent and full constituent spouse records.

2. In the left hand navigation pane of the open IOM profile, highlight Constituents and select the check box for "Bio 1 fields" under the bio comparison utility option. This will allow updates to be made to the name fields.

3. In the left hand navigation pane of the open IOM profile, highlight Relationships, then select Individual. Once in this view, select to either search for possible duplicates and add as a non-constituent or search for possible duplicates and add as a full constituent under the Duplicate Searching section.

4. In the same settings view, select the check box to use side by side comparison utility for updating bio fields box under the Individual Updates section.  Please see the screenshot below.