Constituent Sync FAQs
Sweta Kumari avatar
Written by Sweta Kumari
Updated over a week ago

1. Do I have to create a list every time I want to pull records? I would like to pull one single record from RENXT. Is there an easier way to do this?

There is an easier way to pull records if you only have a handful of them to be brought in.

To pull a single record, you do not have to create a list and pull the list to Almabase. You can head to the Review tab on the sync settings window and click on the Select Record button.

Once you click on the button, you can either search for the user by their name or you can use the system record ID for their constituent record to pick the exact record from RENXT.

Once you load the sample data, the profile will be automatically added to the platform, and you can find the same on data studio.

2. What are the permissions required for Constituent Sync?

Environment Admin Access and Security Groups - Full Rights permissions are required for Constituent Sync.

Please refer to this article to know how you can grant Environment Admin Access and Security Group permissions.

3. We uploaded several lists to Almabase where some constituents appear on multiple lists. I am concerned about duplicate entries inflating the record count nearing the contract limit. Need to verify no duplicates count as multiple records.

When you upload email lists on Almabase, the system checks for existing profiles based on the email given. If the profile already exists, no new record is created for that email. This means that even if a constituent is present in multiple lists, it will not create multiple records on Almabase.

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