Allow additional changes via import

We have Team Raiser data that we import into eTapestry.  The import does not allow updates into two areas: 1) Tribute, Soft Credit Relationships and 2) Opt Out Settings.  We set-up Tribute accounts that we want the associate with the donor/participant so that their donation appears in tribute account.  The Opt Out is important to honor the request from Team Raiser donors not to receive mass emailings.

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  • Dec 9 2015
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      Kimberly Hammer commented
      February 17, 2023 17:29

      We've added the ability to Import: Tribute and Soft Credit Fields.

      The Opt Out Setting on the persona page cannot be edited via import, but you can either use the Consent Defined Fields set or a specific Team Raiser Opt Out UDF to track this information and map to it via import.

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    • Dave Elderkin commented
      September 14, 2016 18:39

      Household relationship data can come from odd places, so it's hard to marshal during an initial conversion. I'd like the Import tool - which is otherwise very strong - to be able to create relationships during an Import. Tricky, I know, since it has to identify two constituents, but very useful.

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