Author Topic: Is there a way to add multiple relationships to one individual at once? (Read 436 times)

tso2085 · September 18, 2012, 07:57:59 am

I have a "Primary Co-Worker" / "Co-Worker of Primary" relationship defined. In a lot of cases, I need to add 50 to 100 co-worker relationships to the Primary co-worker. Is there a way to add these relationships all at once? Right now the only way I have been able to do this is one by one - very time consuming.

Thanks,
Craig

Yashodha Chaku · September 18, 2012, 08:26:46 am

tso2085 :

3 steps to do that would be :
# export all the contacts that are co-workers

# map them to the primary contact in CSV

# import the relationships all at once.

-Yashodha

tso2085 · September 18, 2012, 10:04:12 am

Hello,

Can you explain step 2 a little further? "Map them to the primary contact in CSV" - how do you mean?

Thank you!
Craig

Yashodha Chaku · September 18, 2012, 10:33:57 am

In the exported CSV, add another column for id of the primary contact (Internal contact ID perhaps).

Import this file with the relationship and map this field to relationship "Co-Worker of Primary" internal contact ID.

You might wanna try it on our demo http://demo.civicrm.org/

Hope that helps!
-Yashodha

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Author Topic: Is there a way to add multiple relationships to one individual at once? (Read 436 times)

tso2085

Is there a way to add multiple relationships to one individual at once?

Yashodha Chaku

Re: Is there a way to add multiple relationships to one individual at once?

tso2085

Re: Is there a way to add multiple relationships to one individual at once?

Yashodha Chaku

Re: Is there a way to add multiple relationships to one individual at once?