Matching Imported Data Using External References

When you save field mappings for a file you can specify the name of the field in the file which contains an external reference or key allocated by a 3rd party - this can be used to match data the next time you import a file of this type.

For example if you were importing a file of donations and you added a new constituent for a donation Donorfy will retain the external reference or key for the new constituent.

When you import a file of that format again Donorfy will check whether the external reference or key is already linked to an existing constituent and if it is the donation would be added to the timeline of that constituent.

See this article for information about saving field mappings.

 

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