ImportOmatic should...

Dynamic dictionaries based on queries

Although ImportOmatic allows for record matching based on things like constituents IDs and Import IDs, sometimes it is useful to match on the an arbitrary value (e.g. within an attribute).

To get around this, we currently have a workflow which involves running and exporting a query, then copying the output into a dictionary. (In fact, we do this twice: once to match an attribute to a constituent import ID and once to match an attribute to a pledge import ID).

This whole process would be a lot smoother if dictionaries could be configured to pull directly from queries.

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Tom Wright shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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