Import new constituents

Options

Silly question, when importing, do I create the import ID myself - whatever I want?

Comments

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic

    Yes and no. You can create but there is a character limit. You may want to check knowledgebase/user guide for more info.

    I use format something like “date-code of type of import-user initials”

  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary 2,500 Likes 1000 Comments Photogenic

    I do the same as JoAnn. [Type]-[Date]-[Initials][Number], example: IR-062321-AB01

  • Interesting. I just leave the import ID blank and let the database auto-generate it.

  • I have done it both ways.
  • Sarah, unless you have a very specific need I would suggest you allow RE to automatically generate the import id. Thanks, Dennis

  • I agree with dennis ladnier‍ about letting RE generate the import id's for you.

Categories