Importacular User Guide

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  4. Step 3 – Review Data Prior to Import
  5. Match Settings

Match Settings

Organisations with the Individual Relationship destination have additional options that allow them to customise what they would like to happen when non-constituent spouses are matched to their constituent spouses in the Importacular Review screen.

The default option ignores relationship settings, but you also have the option to create a new constituent and link the two via an Individual Relationship or to import the data in the data source, but ignore certain fields (such as first name, nickname, etc.).