Permit interaction import to Group (Committee) records with participants

We need to be able to import interactions to group/committee records and include one or more participants on those interactions. Within the same import, we anticipate multiple interactions being uploaded to the same committee record with a different participant(s). The summary would be unique, as well for each interaction.

  • Kerry Acker
  • May 25 2021
  • Reviewed: Voting Open
Blackbaud CRM / Batch
Organization Name (Please enter full organization name) University of Nebraska Foundation
Reported Version 4.0
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  • Kerry Acker commented
    June 07, 2021 16:12

    6/7/21 - Our staff person initially was getting an error when trying to do the upload, but realized it wasn't due to the id being for a group/committee. She may have worked through the issues she was encountering to accomplish the upload.

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