Error: The record identifier in the file (“XXXXX”) does not match the local record identifier (“”) - when importing from PGM while adding a Planned Gift.

When adding a Planned Gift, there is an option to Import from PGM.  If the PGM file contains a Social Security number as part of the imported information, the error occurs.
We do not support importing a Planned Gift from Planned Gift Manager using Social Security Number.  To import the gift please use the constituent lookup id or the constituent GUID.

Steps to Duplicate

  1. Open the Prerequisite Constituent
  2. Select the Personal info tab and note there is a Social Security Number there
  3. Go to the Prospect tab
  4. Select the Planned Gifts sub-tab
  5. Select Add
  6. Select Import from PGM
  7. Browse out to import file that includes the SSNumber field
  8. Receive error: the record identified in the file (“XXXXX”) does not match the local record identifier(“”).


 Blackbaud CRM

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