The system determines if it can add a group assignment to a constituent’s contact record by attempting to match a PRIMARY_EMAIL address or a MEMBER_ID listed in the upload file to one listed in an existing contact record.
If you are including the EXT_GROUP_ID in the file:
- If the system finds a PRIMARY_EMAIL address or MEMBER_ID in the upload file that matches the email address in an existing contact record and the EXT_GROUP_ID:
Matches an existing Luminate Online Group ID (or cross reference), it will make the constituent a member of the group and record the group membership in the constituent’s contact record.
Does not match an existing Luminate Online Group ID (or cross reference), it will ignore the record and place an entry about this problem in the errors.csv file.
- If the system does not find a match in an existing Luminate Online contact record, it ignores the record and places an entry in the errors.csv file.
If you are including the GROUP_NAME in the file:
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If the system finds a PRIMARY_EMAIL address or MEMBER_ID in the upload file that matches the email address in an existing Luminate Online contact record and the GROUP_NAME:
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Matches a Luminate Online Group Name, it will make the constituent a member of the group and record the group membership in the constituent’s contact record.
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Does not match an existing Luminate Online Group Name, it will create a new Luminate Online Group with that name and place the constituent in that Group. Subsequent records with the same name will be added to the newly created Group.
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If the system does not find a match in an existing Luminate Online contact record, it ignores the record and places an entry in the errors.csv file.
Note: Remember that if you specify both a Group ID and a Group Name for a constituent, only the Group Name will be considered; if the named group is found, the constituent will be placed in that Group otherwise, a new Group with that name will be created. The Group ID will be ignored.