Importacular User Guide

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  4. Step 3 – Review Data Prior to Import
  5. Action to Take

Action to Take

Each entry of incoming data has an action to take value.

The four options are as following:

  • Decide – You need to decide how to proceed (by selecting one of the other options). This appears when there is a poor match in the match criteria.
  • Update – Update an existing record in RE with these values. The existing record is selected from the Matched Raiser’s Edge contacts grid at the bottom. Note, you can also look up a constituent who is not showing as a match using the ‘find constituents’ button in the bottom left.
  • Create – Creates a new record in the system
  • Ignore – Ignores the incoming data. This will also write the data to the exception report so that you can import it at a later date.