Import new constituents

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

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  • JoAnn Strommen
    JoAnn Strommen Community All-Star
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    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
    Austen Brown Community All-Star
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    I do the same as JoAnn. [Type]-[Date]-[Initials][Number], example: IR-062321-AB01

  • Faith Murray
    Faith Murray Community All-Star
    Tenth Anniversary Kudos 5 First Reply Name Dropper

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

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

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

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