Constituent Data and Imports
How-to guides and troubleshooting for Constituent Data and Imports.
- Where imported relationships appear and why they matter
- Use platform dashboards, custom tiles, and benchmarking
- Wrong birth-date century and two-digit years
- Upload only constituent IDs and email addresses
- Update email from the dashboard constituent view
- Understand repeated SFTP filenames in the school data importer
- Update event guest identifiers after an identifier backfill
- Start Guided Import, review mappings, and find import results
- Shared institution data and separate custom fields
- Soft-credit gift history imports
- Shared email and multiple constituent IDs
- Send new and changed gift history after the initial load
- School identifier backfill includes Events linking
- Review apparent non-constituents before removal
- Request help merging duplicate constituents
- Removing imported solicit codes
- Reimport existing constituents by contact ID
- Personalization upload says Person not found with unique_identifier
- Recurring gift identifiers after a CRM constituent merge
- Profile display and multiple imported program values
- Never Donor with limited history
- Multiple constituent codes as native affiliations
- Native and imported gift overlap
- Missing import configuration
- Monthly data files versus live funds
- Manage constituent identifiers, custom fields, and missing CRM data
- Interpret configured donor-status year ranges
- Importing constituent ask amounts and required columns
- GiveCampus Constituents is not a paid-donor tab
- Imported-gift identity and full-file refresh