Importacular User Guide

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Crosslinking Relationships

Some imports may have many individuals related to the primary constituent, but also with each other, for example in a family. You may want to create relationships between each of the family members in addition to their relationships with the primary constituent. 

You can do this by creating a mapping for each relationship but to speed this up you can use the cross linking relationships. Click here to watch a video demonstration of this process.

In the Individual or Organisation mapping tab, select ‘Mapping’ and choose ‘Cross Link Relationships’ from the drop down.

The below box will appear listing all the individuals. Select those you wish to link.

Click ok and all the linked relationship mappings will be created. You may wish to go in and select relationships and reciprocals for each one within the created template.

To see how this works with Organisation Relationships, please see this page of the User Guide.