Change the source for the prospect ratings:


    • Add a new table entry to the Sources table with a name similar to the existing table entry. For example, to replace the Wealth Identification table entry, create a new table entry called Wealth ID.
    • On the Fields tab, select:

      Rating, Constituent Import ID

      Rating, Rating Import ID

      Rating, Source

      Rating, Category


    • Open the CSV file
    • Change the value in the Source column to match the table entry you created in step 1
    • Save and close the CSV file
    • On the General tab, select Update existing records
    • Select all other appropriate options and complete the import process