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  • CiviCRM Community Forums (archive) »
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  • Using Import (Moderator: Yashodha Chaku) »
  • Import relationship - match on custom field / import relationship fields
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Author Topic: Import relationship - match on custom field / import relationship fields  (Read 430 times)

John.K

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Import relationship - match on custom field / import relationship fields
October 15, 2014, 02:50:53 am
Hi all,

I'm trying to run an import that creates a relationship between two contacts in my database.

Question 1)

I am able to create the relationship perfectly well when I am using the 'External ID' or 'Internal contact ID' of the contact. However, it does not seem to work when trying to match on a custom field.

Eg, this works:

Email address > Matches to contact email address
Relation EID > Matches to 'Relationship name' > External ID

This doesn't:

Email address > Matches to contact email address
Relation custom ID > Matches to 'Relationship name' > Custom ID (Custom field)

Can anyone tell me what I'm doing wrong, or if this is even possible? Thanks  :)

Question 2)

There are custom fields attached to the relationship, ie:
Employee > Employer - Custom field 'Job title'.

I am able to set up the relationship using the import, but is is possible to import data into the 'Job title' field that is attached to the relationship?
« Last Edit: October 16, 2014, 02:38:29 am by .John »

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Import (Moderator: Yashodha Chaku) »
  • Import relationship - match on custom field / import relationship fields

This forum was archived on 2017-11-26.