- If the process finds no HostID match, it attempts to find the user based on identical Firstname+Lastname to an existing user in Blackbaud. If it still finds no match, it inserts a new user.
- If the process finds no HostID match, but Firstname+Lastname matches on one or more existing user(s) with a different HostID, it evaluates secondary information (i.e. home address, e-mail, etc). If it positively identifies a user, it assigns the new HostID supplied in the data file to the existing user (so they have two HostIDs) and updates their information. If it does not positively identify a user, it reports a "Potential Duplicate" condition in the data refresh report where WH requests that your school communicate with WH whether these two users are/are not the same person.
Connect and collaborate with fellow Blackbaud users.