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Import new constituents

Sarah Thompson

Silly question, when importing, do I create the import ID myself - whatever I want?

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Comments

JoAnn Strommen

Yes and no. You can create but there is a character limit. You may want to check knowledgebase/user guide for more info.

I use format something like “date-code of type of import-user initials”

Austen Brown

I do the same as JoAnn. [Type]-[Date]-[Initials][Number], example: IR-062321-AB01

Faith Murray

Interesting. I just leave the import ID blank and let the database auto-generate it.

Jenny Marquardt

I have done it both ways.

Dennis Ladnier

Sarah, unless you have a very specific need I would suggest you allow RE to automatically generate the import id. Thanks, Dennis

Jenny Marquardt

I agree with dennis ladnier‍ about letting RE generate the import id's for you.