Constituent Data and Imports
How-to guides and troubleshooting for Constituent Data and Imports.
- Import dates with a two-digit year
- Import constituent Ask Amount
- Gift-history constituent linkage
- Gift Officer and shared school constituent data
- Gift source, gift type and transaction ID for Smart Ask data
- Gift import field meanings
- Gift IDs are not constituent IDs for Smart Ask imports
- Gift Custom Information fields
- Find identifier normalization controls and interpret the examples
- Gift Amount versus Designation Amount
- Full constituent ID - email export and deceased cleanup
- Find a constituent and inspect profile, gift, and email history
- File name already exists during setup
- Export only failed rows - identify the import screen first
- External identifiers are text, not numeric amounts
- Export every dashboard constituent
- Event constituent identifiers use person links
- Enhanced NXT class-year cutoff
- Does an existing gift prevent constituent deletion
- Does deleting a constituent delete everything
- Delta files and missing associated records
- Custom-field limits and imported topic preferences
- Deleting imported gifts uses the configured identifiers
- Delete a single constituent with the ID upload
- Data export for Smart Ask five-year giving history
- Constituent email matching setup across products
- Constituent deletion can remove saved connections
- Correct an imported constituent phone number
- Choose Guided Import or Advanced Upload
- Blank suppression-code cells are not a guaranteed removal command