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June 14 - How to Manage Duplicate Records and how CSV Import process works:

These are the steps that you need to perform in order to manage  Duplicate Records and Update Level of Giving Field on Supporter/Donor Record.

DUPLICATE RECORDS:

1.      Make sure that the feature is enabled on your account for Duplicate Detection and Merge (Setup > Company > Enable Features > Company Tab)

2.      Set a Duplicate detection criteria (See SuiteAnswers Site, look for ID : 9823 to know more about this). Basically, you just need to set up a criteria on how the system will detect your duplicate records for Supporter/Donor. Navigate to Setup > Company > Duplicate Detection.

3.      After saving it, you need to identify if you are going to delete or merge duplicate records (See SuiteAnswers Site, look for ID : 8898). Go to Lists > Mass Update > Entity Duplicate Resolution. On that page, the Entities Filter (bottom part of the page) should be set to Customers. You will have an option to set which is the Master Record, Duplicate and Not a Dup. After reviewing and marking them appropriately, you may hit Submit Selected (this action is irreversible) to merge record.

4.      You will be directed to Duplicate Resolution Status to see which records are completed. There will be a check mark on Status column if merging is completed or ‘Queued’ if it is still processing.

5.      Transactions of Supporters/Donors marked as Dup will be merged to the master record.

Update Level of Giving Field on Supporter/Donor Record

1.      Since this field is a multi-select type, we need to make sure that your separator is set on CSV Import Preferences. (Navigate to Setup > Import / Export > CSV Import Preferences and look for :                         Custom Delimiter for Multi-Select Values  .

2.      You may set either. :   or ;  or  -  

3.      Hit save

4.      Be ready for your CSV File. Your CSV File should contain the following information:

Internal ID and Level of Giving Columns. See this example below:

Internal ID would mean, the ID of the Supporter/Donor record.

5.      Navigate to Setup > Import / Export > Import CSV Record and set the following:

Import Type = Relationships

Record Type = Customers only

Select the CSV File to upload. Hit Next Button.

Data Handling = Update (If there are new Supporter/Donor record that you would like to create via CSV Import then choose Add or Update.

Click on Advanced Options. Make sure that Custom Form is set to ‘CC Custom Supporter/Donor Form. Hit Next

Do the field mapping. Internal ID should be matched with Internal ID, do the same for custom field ‘Level of Giving’ . (If you are not seeing the Level of Giving under Customer Folder, look for the custom field record itself. Navigate to Customization > Lists, Records and Fields > Entity Fields > Look for Level of Giving. Make sure that on Display Tab, Display Type = Normal.)

6.      Hit Next. Set a Import Map Name. You will be directed to the Import status page and verify if it has been imported successfully.