Duplicate records found using Import Recurring Gifts Plug-In

You may receive an error, "Constituent ID must be unique" or duplicate records may be found when you use the Import Recurring Gifts Plug-in. 

 

Version 7.92 and above:
1.  Import constituent bank relationships to existing constituents
2.  Import recurring gifts to existing constituents


Version 7.91 and below:
Add the constituent ID to the duplicate criteria for Individuals following these steps:

1.    Go to Configuration, Business Rules
2.    Under Duplicate Criteria, select Individual
3.    Add ID to the list of duplicate criteria
4.    The import will then work and add the recurring gift to the existing constituent record
5.    Once the import has run, remove the ID option from the duplicate criteria in order for the duplicate function to work when saving or editing records.

 

Environment

 Raiser's Edge
 7.92
 Raiser's Edge 7.92 and above are affected

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.