Importacular User Guide

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  5. Individual Relationship Area Settings

Individual Relationship Area Settings

Individual Relationship Area settings differ depending upon whether or not you are working with a Constituent Relationship or a non-Constituent Relationship.

Here are the settings for Constituent Relationships:

You are able to determine how an individual relationship record is processed if a match is found.

You can also choose whether or not to create records that have no first name.

Finally, you can opt to use an alias for a lookup field.

Here are the settings for Non-Constituent Relationships: