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
I would also like to request this same option. We are a school and every new student, parent, and grandparent are entered into the database. A relationship import option would save so much time as I need to connect all of them along with each sibling.