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.