• Prepare the spreadsheet for a constituent import.
    • In Administration, validate the import file, ensuring that Validate and Use duplicate criteria for new records checkboxes are marked on the General tab and that Create control report checkbox is marked on the Summary tab.
    • The records that appear in the Exceptions section of the control report with the exception reason 'Duplicate record found' are the records that meet the duplicate criteria defined in step 1. To ensure all existing records are found, resolve any other exceptions listed on the control report and validate the import file again.

      Note: If the import file includes a header row, add a 1 to the Record Number listed on the control report to determine the record's row number in the import file.