Hi Tessitura Network,
I regularly do constituent imports, and have not yet found a way to easily (read: not manually!) import a Business Title field to be included in the new constituent records.
Is there a way to include this when using the Constituent Import Utility?
Cheers,
David
David, I'm doing my first import that is not all Individuals. How does the import process work for Corporations, Foundation and Government Agencies?
For instance, I know I can create a household account with two individuals during the import. Can the same thing be done for a Corporation with an affiliated Individual? How about with more than one affiliated Individual?
Is the import format the same for all constituent imports? If so, then I can see a lot of manual data entry in my future...
Thanks!
Hi Craig,
I've only ever imported individuals to be honest! I've not even gone down the path of doing Households as yet.
Sorry I can't be of more help,