Operating in Center Mode

When importing constituents using a Custom Constituent Import operation with MultiCenter enabled, the following rules apply:

• In single center mode, during import:

  • Constituent Record Change:

    • If the constituent doesn’t exist, add it.

    • If the constituent exists, update the existing record with the import data regardless of whether they are currently in the center or any other center.

    • Add the constituent to the center’s member group, regardless of whether that constituent is already in any other center.

  • Group Assignment:

    • If the group is in the center (has the same security category), then add the constituent to the group.

    • If the group is not in the center (has a different security category), then return an error and do not add the constituent to that group.

  • Interest Assignment:

    • If the interest is in the center (has the same security category) or in the "General" security category, then add the constituent to the interest.

    • If the interest is not in the center (has a different security category) and not in the "General" security category, then return an error and do not add the constituent to that interest.

  • Center Email Opt-In:

    • If the Center Email Opt-in Flag is set to Yes or True, the constituent will be opted-in to Center email. This cannot be used for Constituents who have previously opted-out of Center Email; those constituents cannot be imported into the Center and will be flagged in the Custom Constituent Import results as an error.

    • If the Center Email Opt-in Flag is set to No or False, the constituent will be opted-out of Center email.

    • If the Center Email Opt-In Flag is not specified (blank), then the constituent will be marked as No Preference -- but will receive Center email.

  • Center Removal:

    • If the Center Removal Flag is set to Yes or True, the constituent will be removed from the Center.