Product: ImportOmatic

Description: This solution describes how to update existing fund relationships

Environment: All

Version: All


Answer:


In order to match to an existing fund relationship, a selection will need to be made within profile settings for which fund relationship criteria to match on. The criteria options for matching can be located on the screen shown below within the IOM profile: 




Matched fund relationships can be updated during importing using the following Raiser's Edge fields:

  • Fund Relationship > Fund
  • Fund Relationship > Relationship
  • Fund Relationship > Reciprocal


Note: IOM does not currently include the ability to match and update fund relationships based on the fund relationship ID or another field besides fund and can only match and update one relationship per fund.


Refer to the ImportOmatic User Guide for additional information.