The setup for an Enhanced Revenue Batch import template specifies that constituent names should not be updated. The name is in fact being updated.
When an existing constituent's ID, lookup ID, or alternate ID is specified in the file, any values in the New/Edit constituent collection are applied as updates without regard to the update rules. This means that if the update rules are set to 'Ignore', we will still see an update to the name when mapping it to the New/Edit constituent collection field.
Steps to Duplicate
1. Select batch entry from the Constituents functional area 2. Select batch templates from the configuration menu on the left 3. Click add 4. Batch type = enhanced revenue batch 5. Click Ok 6. Enter a batch template name 7. Select an appropriate workflow name 8. Select an appropriate numbering scheme 9. Select the configure options 10. Uncheck the use global setting check box 11. For Name updates, if incoming name is different from existing name mark the option to ignore name 12. Click save 13. Select add an individual from the Constituents functional area 14. Last name = Man 15. First name = Spider 16. Click save 17. Select edit lookup id from the tasks menu on the left 18. lookup id = 2099 19. Click save 20. Select import from the Administration functional area 21. Select Generate import header file from the tasks menu on the top left 22. Batch template = the name entered in step 6 23. Click ok 24. Open the file 25. Account system = system generated account system 26. Lookup id = 2099 27. Amount = 100 28. Date = today's date 29. Revenue type = payment 30. Payment method = cash 31. Application = donation 32. Designation = library books 33. New/Edit constituent last\org\group\household name = Man 34. New/edit constituent first name = Super 35. New/edit constituent Middle name = Duper 36. Save and close the file 37. Select import from the Administration functional area 38. Click add 39. Select the batch template name specified in step 6 from the revenue folder 40. Click save 41. Enter a name for the import template 42. Click the green upload to navigate to and select the csv file and click open 43. Select the map fields tab 44. Click auto-map 45. Select the New/edit constituent batch template column and click map collection field 46. Click auto-map and click okay 47. Select the set options tab 48. Select the Other subtab 49. Search list fields = quick find 50. Select the constituent updates subtab 51. Note that name update setting is still set to ignore name 52. Click save 53. Select the process and click start import 54. Select batch entry from the Revenue functional area 55. Select the batch and click edit. Note that Spider Man is still the listed name 56. Save and close the batch 57. Click Commit the batch 58. Click start 59. Select Individual search from the Constituents functional area 60. Search for and select lookup id = 2099
Note that the name is Super Man rather than Spider Man. Desired result: New constituents will be added but if there is an update for an existing record it will be ignored per the batch settings.