When you upload a file containing constituents Donorfy checks whether the people in the file are already in the database - if there are matches you will see a message similar to the one shown below
You can download the file to review the matches - the action column as shown in the example below - will contain
- Import for rows that are not considered to be duplicates
- Ignore for rows which are considered duplicates
If you want to ignore the warning and import some (or all) of the constituents flagged as potential duplicates you should
- Change the Action from Ignore to Import for the constituents that you want to import
- You can leave lines with Action of n/a in the file - those lines will be ignored by Donorfy - you can remove the n/a lines if you prefer
- Save the file
- Re-upload the file to Donorfy
- You may have to check the field mappings and ignore the Status and Action columns that were added by Donorfy - see below
- The file will not be checked again as the presence of the Status & Action columns will indicate to Donorfy that the file has already been checked
- When you press Save Changes the constituents with a Action of 'Import' will be added to Donorfy
The first attempt at processing the file will still in the queue in Donorfy - see example below - it is best to delete the first attempt to avoid accidentally applying it
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