Manage constituents, identifiers, matching, and updates

Tags: product:data-integrations intent:constituent intent:identifier intent:matching intent:update

Go to School Dashboard > Constituents to search and view constituent information available to the user's role. Use School Dashboard > Data Management for the supported administrative data tools shown for the institution.

Treat the institution's external/constituent ID as the stable match key. Names and email addresses can change or be shared and should not be used as a universal merge key. When importing an update, provide the same identifier and the fields intended by that import configuration. Do not generate a new ID for an existing person simply because one contact field changed.

Before a bulk update, test records representing joint households, shared email addresses, multiple affiliations/class years, missing values, and inactive constituents. Confirm whether blank input means “leave unchanged” or “clear the value” for that configuration.