Allow default values for import fields to be set in the import template

When importing information into an enhanced revenue batch, we can import values into constituent and other fields - but we are unable to set default values in the batch template for these fields. It would be great if we could set default values in the import template instead. For example - if I want to add a Revenue Note - I am unable to set a default value for Note Type in the batch template - so it would be great if I could set this in the import template instead.
  • Guest
  • Jun 29 2015
  • Shipped
Blackbaud CRM / Import
  • Feb 14, 2019

    Admin response

    This was shipped in the first release of Bulk Import in Q2 2018.  Bulk Import is available to the majority of our hosted customers.

  • Attach files
  • +3

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