Add additional Persona to Duplicate Account during Import

Creating an Import:  Duplicate Summary appears if there is a duplicate donor account you can only replace, merge, leave or create a new account.  I do not want to do any of those I want to add an additional persona to that account.  In the meantime I have to create a new account then go back and merge those accounts in order to get the new persona or manually create the persona.

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  • Oct 29 2015
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  • Erin Cosler commented
    April 05, 2016 20:29

    Thanks for bringing this up, Carlat! This is a huge hassle for us. Sometimes after events we will import more than 300 contacts, but we can't know what persona is filled in until we execute the import, and then sometimes we have to go back and manually edit several hundred records. This takes an incredible amount of time and almost renders the import function useless. 

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