Description: Instructions on how to update an existing constituent record
When updating a constituent record it is required to include a unique identifier for the constituent record you are updating. This unique identifier can be the email address, constituent id, constituent import id, constituent alias or the constituent first and last name.
Once you have included a unique identifier for IOM to locate the correct record in RE, you will map out the information for the fields that you wish to affect.
The following is an example of mapping for updating the birth date field of an existing constituent:
Because the birth date is a biographical field, you will additionally need to select to allow an update to that field to take place by selecting "Bio 1 Fields" under the processing options for "Constituents". This will allow the birth date field to be updated during the importing process: