Import relationships

A way to create relationships between constituents based on data in an external file (eg when onboarding from a legacy CRM system)

Either:

• When importing new constituents, indicate how they should be related to existing constituents in your database.

• Or first create the constituents, then list their account numbers and their relationship roles in a follow-up import

Example: include the account number of the related constituent, the role of the existing constituent, and the role of the new constituent