Hi All
I just wanted to know what are the ways to avoid creating duplicate constituents when we do a order import. Manually finding duplicates is a time-consuming process. I tried running the import utility and shows potential duplicates however, it still misses a lot of duplicate constituents. Can we create a criteria to match the ones having same name and email address? Any thoughts or ideas? Thanks
Hi Soumya thanks for posting! You might find it useful to cross-post to the Ticketing and Admissions Community? Hopefully you'll receive some answers over there.- Gill Tasker, Community Manager
Hi,
we do piles of imports so I feel this annoyance!what we’ve done is developed a “translation “ spreadsheet that takes the native format of the report and puts it into the Tessitura import format using lots of references and formulas.
As part of this, we pull a list of all active records every so often and have it as a reference tab to run a lookup against. When it finds a match it adds the ID to that column in the translated tab.
overall the whole spreadsheet has really reduced the amount of time it takes to prepare a file. it’s a treasure.
hope that helps?
cheers,
N