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  • CiviCRM Community Forums (archive) »
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Author Topic: Spouse relationship advice  (Read 1035 times)

krisahil

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Spouse relationship advice
August 19, 2008, 06:57:54 am
Hello,

My organization is supported by many couples, and I'm wondering what the best (and easiest) way is to import them into CiviCRM. In my current spreadsheet, I have columns for "First_Name" and "Last_Name". However, if the supporter is a couple, I have both spouses names under "First_Name". For example, "First_Name" is "Bill and Jane" and "Last_Name" is "Smith".

Is it okay to keep this same format in CiviCRM? To create an individual and make the first name "Bill and Jane"? Otherwise, is there documentation for importing separate records for each spouse and them linking them into relationships?

Thank you for all your help. CiviCRM is a dream program.

-Chris

geilhufe

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Re: Spouse relationship advice
August 19, 2008, 11:02:28 am
Lots of options.

Option super simple:
Import them all as individuals in the format you have, but you will not be able to figure our which ones are couples.

Option Simple:
Based on your data, import all the single people as individuals and all the A&B first names as households (you'd concatonate the first name and last name field in excel before you import).

Option Household:
Create one household record and two contact records (for the spouses). This would be two excel sheets and you would need a unique ID (usually the external ID field in CiviCRM) to allow you to connect the individuals with the households on import. The key pieces for this type of import where you bring in the relationships is a column for unique ID (external ID) and modifying the matching criteria in the administration menu to allow CiviCRM figure out how to match on import.

Does that get you started?
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krisahil

  • Guest
Re: Spouse relationship advice
August 20, 2008, 12:49:56 pm
Your advice is very helpful. Thanks for it. I think I'll go with the first option because we don't have an ungodly number of couples. Thanks again!

-Chris
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Spouse relationship advice

This forum was archived on 2017-11-26.