This article covers updating an existing contact record with information submitted from a newly created contact record in an intake form.
In GivingData, contacts can have multiple roles and permission sets and be assigned to multiple organizations. Each contact can interact with all roles and organizations using a single email address.
When a Grantee Portal user is asked to provide contact information, they have two options. They can either select from a list of existing contacts associated with their organization or create a new contact record.
During the import process, if a new contact is created, the system will search the entire database to ensure that the contact doesn't already exist with another organization. If the contact does exist, the system will provide the most recent information. The admin can then create a separate record, update the existing one, or not import it at all. Ultimately, this import process helps prevent the creation of duplicate contact information.
1. Click on Import Files & Mapped Field Data
2. View Import Modal to Compare New Contact Data from Intake Form with Existing Contact Record
3. Compare Existing Data with Information Submitted in Intake Form
4. Select Desired Import Action from Import Modal
