Importacular User Guide

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Import to Solicitor/Canvasser

For the purpose of this document when referring to Solicitor we also mean Canvasser in the UK.

Please watch this video for a tutorial on using the Solicitor/Canvasser destination.

This section of the User Guide will show you how to create the constituent record for the Solicitor. Once you have a Solicitor record mapped, you can create a Solicitor Relationship to the Primary Constituent and link that record to Gifts (as well as Actions, Memberships and Proposals if you also have those paid areas).

Below, you can see a screen where both the Solicitor and the relationship to the Solicitor have been mapped.