The Organisation Relationship Data Destination allows you to map and import organisation constituent and non-constituent records to the Primary Constituent and to each other relationships. For example, you can map a few relationship (Individual or Organisation) to the Primary Constituent, then you can add relationships between those organisations and/or any individual relationships that are mapped.
When adding Organisation Relationships from the Destination and Area side menu on the Template Builder Canvas, you have two main options: Org Rel (Con) and Org Rel (Non-Con).
Org Rel (Con) allows you to map Organisation Relationship Constituent records. The field mapping for Org Rel (Con) have all the fields you would expect for mapping a Constituent record along with some relationship specific fields such as ‘Is Organisational Contact?’ , ‘Relationship Type’, and ‘Reciprocal Type’.
Org Rel (Non-Con) allows you to map Individual Relationship Non-Constituent records. The field mapping for Org Rel (Non-Con) have all the fields you would expect for mapping a Non-Constituent record along with some relationship specific fields such as ‘Is Organisational Contact?’, ‘Relationship Type’, and ‘Reciprocal Type’.
Once you have attached your Relationships to the Canvas, you can then attach other areas to them, such as Addresses, Emails, Actions, Participant records, etc.
For Org Rel (Non-Con), since these are non-constituent records, some Areas cannot be attached such as Gifts and Actions, Solicit Codes or Consents.
Relationship Links
Once you have attached your Relationships to the Primary Constituent, you now have the option to ‘Link’ your Constituent relationships to each other.
Org-Org Link allows you to link Organisation Constituent Relationships to other Organisation Constituent Relationships
Relationship Links
Once you have attached your Relationships to the Primary Constituent, you now have the option to ‘Link’ your Constituent relationships to each other.
Using the Links
Simply select the Link you wish to make in the Destination and Area section and then select the Org Rel (Con) you want to Link with. Once selected, the pointer will turn into a purple dotted line with a grab hand. Drag this to the relevant Rel (Con) mapping (Ind or Org) you want the Rel (Con) to link to. A purple box will appear with the name of the Link and a stacked dot menu that allows you to edit the name, delete the mapping as well as map any additional fields you may want/need to map.
Record Lookups for Relationships
Once you have mapped your relationships and your template is ready, you will then be asked to attach a Record Lookup to each of your Constituent and Non-Constituent mappings. We provide a default option for each Lookup type and we highly recommend that you that you view and edit each Record Lookup, cloning or creating as many new Record Lookups as you see fit. Record Lookups are how Importacular tries to find a suitable record match in your RE based on what you have mapped in your template.
For Organisation Constituent Relationship Record Lookups, it performs two tasks 1. It looks to see if the incoming data matches that of a Constituent Record in your RE and 2. Looks to see if the incoming data matches any Relationships within the Constituent records it seeks to attach itself to.
For Organisation Non-Constituent Relationship Record Lookups, it performs one task: It looks to see if the incoming data matches any Relationships within the Constituent records it seeks to attach itself to.
This approach allows you to tailor your Record Lookups based on the incoming data for each relationship.