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Importing Guests onto Registrants' records

Last post 07-08-2008 5:03 PM by Sarah McBride. 7 replies.
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  • 07-07-2008 4:52 PM

    Importing Guests onto Registrants' records

    When I try to import Guests onto Registrants' records I get an error message that says 'Required Field Missing: Participation.' Does anyone know what this means? According to the Import Guide, I have all the required fields and the REGImpID to link the guest to the Registrant. What am I doing wrong?

    Any help with importing the fields to populate the Guest Name tag fields would be helpful, too. It doesn't appear as though I can do this with Import.

    Laine Keefe

    Filed under:
  • 07-07-2008 5:04 PM In reply to

    Re: Importing Guests onto Registrants' records

    Some fields can be made required by your institution.  The base product has some required fields but additional fields can be made required.  When you go into a participant record is the participation field white or in color?  On mine it is white therefore, not required.  If yours is in color - someone at your institution at some point changed it to a required field.

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 07-07-2008 5:08 PM In reply to

    Re: Importing Guests onto Registrants' records

    Melissa,

    The Registrant's record has numerous required fields. Do I need to include all those fields in the Guest import, too?

    Laine

  • 07-07-2008 5:11 PM In reply to

    • Sarah McBride
    • Top 75 Contributor
    • User Since: 2005
    • Posts 117
    • Organization: Blackbaud, Inc.
    • Products:  The Education Edge, The Raiser's Edge

    Re: Importing Guests onto Registrants' records

    Melissa is right on. If you have access to Config, you can go to Fields, Participant and unmark the Required checkbox in the Participation row. After the import, you can make it a required field again.

    This information is also in Knowledgebase (BB450434): Error: Required field missing: Participation when importing guests.

    Sarah McBride
    Filed under: ,
  • 07-07-2008 5:44 PM In reply to

    Re: Importing Guests onto Registrants' records

    Yes,

    Unfortunately an import exception report only tells you about the FIRST exception it meets.  You could go and fix that and run them again and encounter another exception on the same record.

    You can only go and make the fields not required if you have the security rights to do so.  If you can I would think long and hard about removing the requirement.  Whomever made them required may have had certain reports they expected to use and wanted those fields populated.  Many of the fields are extremely helpful in reporting and not including them may mean down the road your reporting is less than ideal. 

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 07-08-2008 8:49 AM In reply to

    Re: Importing Guests onto Registrants' records

    Unchecking the Participant checkbox solved my problem. I am also trying to import the nametag functions 'print name tag, number of nametags to print, and the text (first and last name). I noticed that the Guest Import does not have any mapped fields for importing this information, nor is there any information in the Import Guide. Apparently, I'm not able to import name tag fields. Is this true? I have over 250 guests that will need nametags. Anyone know of a way to populate those fields in the Guest window without manually adding it?

  • 07-08-2008 11:23 AM In reply to

    Re: Importing Guests onto Registrants' records

    If you are doing first and last name for everyone have you looked into whether or not you can globally add them after you import the participants/guests?

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 07-08-2008 5:03 PM In reply to

    • Sarah McBride
    • Top 75 Contributor
    • User Since: 2005
    • Posts 117
    • Organization: Blackbaud, Inc.
    • Products:  The Education Edge, The Raiser's Edge

    Re: Importing Guests onto Registrants' records

    When the guests are added, they will automatically have participant records created for the event. You can use a Participant import to add the name tags as long as you have their participant import IDs in your spreadsheet so RE will know which participant records to update.

    Check out Knowledgebase solution BB358376 for instructions and a sample data file. Hope this helps!

    Sarah McBride
    Filed under: ,
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