allow an Interaction Batch Import process to search for a constituent based on an Alternate Lookup ID

We have an import file from a third party.  The first step is to add new constituents, then we want to add an interaction to record the contact made.  Unfortunately the interaction import process requires a constituent lookup ID - this has only just been created in the first step and isn't in the import file.  Currently we need to export the list, marry the values in the csv file and then run the interaction import.

If I use the same search list myself, I can find the constituent based on alternate lookup IDs, but the import process can't.

  • Jenny Goeby
  • Aug 23 2019
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) CBM Australia
Reported Version 4.0
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