Connecting PA workflow to RENXT

@Carolyn Copp
There's not really an automated way to do this built into RE. You would need a third party to create a routine to grab new updated information from the spreadsheet and then do a traditional import in RE. That sort of thing is possible, but it's complicated and prone to break.

The most surefire way to get this done is to have a human pull this data periodically. I'd recommend getting Importacular or Omatic to set up some custom imports so you can manage all of your data fields in one import routine that would match to existing constituents (assuming they exist). Once a system is built out, adding new dad should be as easy as downloading the spreadsheet, deleting out data that has already been imported (the user will need to keep track of every day/time they pull the data) and then running the import. All of the hard stuff will be figured out when the import profile is built out in whatever tool you use.

@Carolyn Copp
Oh, if you have access to PA then this may be a thing. Sorry, not a product I use. I would recommend posting this question in the Facebook RE usergroup as I know there are several PA experts there

@Carolyn Copp You should be able to do this with a Sharepoint trigger on approval to write to NXT. How does someone “approve” the information to be added and where should it be added in NXT?