Product: ImportOmatic List Management
 This solution describes how to assign an outside finder number to list members or full constituent records

Environment: All

Version: All


The data file will need to contain information for assigning a constituent appeal. A column will need to be added to this same data file for the finder number that you want to self-assign. That finder number column when being added to the assigned constituent appeal will be associated with the mapped appeal and refer back to the mapped appeal column as follows: 

Once the constituent assigned appeal has been added to the desired record and the record needs to be found at a later time based on that added finder number as the record locator, the finder number will be mapped in the import as shown below. The incoming column of data mapped as shown below, should contain the previously created finder number: 

For more detailed information regarding ImportOmatic List Management, please refer to the User Guide for List Management.