Issue with Importing Multiple Personas in eTapestry
Hey!
We have several donors in eTapestry with multiple personas. I recently downloaded all constituent information, standardised phone numbers, and sorted them into the correct fields (home, mobile, business).
When I attempt to import the data, using separate lines for each persona, only the primary persona is updated. I've mapped the persona type in the CSV file and the corresponding system field, but the chosen persona is never updated, even if it's the only one for that account in the import CSV.
The personas already exist in the system; I'm not trying to create new ones, but update the current ones.
I've tried both the "Account Information" and "Account Information by Account Number" import types, but neither worked. The account number is correctly mapped and updates the primary persona successfully.
What am I doing wrong, and how can I fix this issue? ?
Thank you in advance for your help! ?
Comments
-
Are you using Persona Type as one of the keys on the import along with Account Number?
1 -
I didn't @Moira Udinski, but testing it now it worked.
Marking the account number and the persona type as key did the trick.
Thanks for pointing it out! ?0 -
@Danielle Marie Bennun
Great! Glad it worked. I recently imported into different personas and learned this!0
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