If a contact/account isn't found in the lookup of the gift entry screen, but is actually existing in Salesforce already, where do I configure the matching rules so that this match occurs when the dry run/processing happens.
I am offered matching choices when doing an NPSP Data Import batch from that screen, but the options don't show as part of the Process Batch process for Gift Entry. Which rules is it using? Do I have any control over them?
7 answers
Go to Setup > Custom Settings > "Manage" next to "Data Import Settings" > Edit. In the "Contact Matching Rule" field, you can type your desired matching behavior. The valid values, I. believe, are:
- Firstname,Lastname,Email
- Lastname,Email
- Firstname,Email
- Firstname,Lastname
- Firstname,Lastname,Phone
- Contact Duplicate Rules
