I'm setting up an import of donation data from an event for NPSP Data Importer.
For each donation, the donor may provide the name of another Contact (who may or may not be in SF) who influenced the donation.
So, one row in my csv file for NPSP Data Importer will be one donation, but with an extra field (or 2) for Influencer First Name and Influencer Last Name.
My goal is to create a second Contact Role record for the created Opportunity, with Contact = the influencer, Role = Influencer, and Primary unchecked.
I can't think of an automated way to get this done. I'd love to somehow use DI's Contact matching here, but how?
Perhaps a first pass using DI with the influencer names only to make sure all Contacts are matched/created, then some export + Excel vlookup trickery to obtain Contact IDs, then use Dataloader to create the extra Contact Role record? Is there a simpler way?
I've done this in the past using a process that called a flow, but this time I don't have the Contact IDs in advance.
