"My data source has a mix of individuals with a first and surname and others with an organisation name. How do I bring them in ensuring that the individuals and organisations are set up correctly?" You can watch a video tutorial of this process here.
When you create a constituent mapping select the combined type as shown below:
You cannot use a default value for the Key Indicator if you need to import both Individuals and Organisations. However, you can use a field such as organisation name for this mapping (in this case the Company column of my file) to the key indicator field. Then select the key indicator mapping's field settings:
Set up the data transformation as below:
This says that when the field is blank i.e. there is no company name then it should be an individual. Otherwise (using the catch all functionality) it should be an organisation.
We do a similar thing with the organisation name and with the last name (as well as the first name, if it is a required field).
You should set your conditionally update values under field settings on organisation name as follows:
You should set your conditionally update values under field settings on last name as follows:
