Product: ImportOmatic 
Description: List members that need to import donations to their List Management Record 

Environment: All 

Version: All


Standard imports via ImportOmatic will match both full constituents and LM non-constituents when matching by import ID, SSN, or appeal finder number. If a match is not found or if these values are not provided, IOM will also search both full constituents and LM non-constituents during the duplicate search.

 


If a LM non-constituent match is found, IOM will automatically promote the non-constituent to a full constituent and continue importing gift or other information.