I keep getting an "Invalid field value: Invalid Code table entry. Code" in the Contituent Code field when importing constituent info using a .csv file. I have tried many variations of the field. I have also confirmed that the code I want to use is included in the table under the Config tab...

Just read your post and see Tracie's response when I went on the forum page. I agree with her I'd try to sort out as many of those duplicates as possible. If you can create a query of those that would be duplicates ("specific record one of _____ " if that was the only option) and globally...

For our direct mail acquisition campaign, we are getting a "finder file" to make inputting easier for gifts that come in. I'll be importing the finder file into RE, but I need some easy way to query them at the end of the year so that those that did not give a gift can be deleted. I'm...

I am working to import a monthly file of individuals that for the most part currently exist in the database (a few newbies) but this includes a consistent code, address and attributes. Currently when I run the update process, fields such as last name and first name get updated as I would expect. But...

Based on the answers so far, I'm not sure if I'm reading your question right but I'll give my $.02 also. When you run your import, select the checkbox to make an exception file. This will put all of your exceptions (duplicates) into a new file. You can do two things with this file: (a) use...

I'm going to do my best to explain my question. I am simply importing a list of individuals to RE from an excel sheet. I'm uploading them with a specific constituent code. Some of them are duplicates and therefore won't be imported. So, how do I identify those that were not imported and make...

hi, i am working on a project to import some folks, about a few thousand to almost 15 thousand-- list hasn't been finalized yet. What's the best way to import them without importing dupes? If they are already in the database, how do I add a new constiutency code to their record, without adding...