Importacular User Guide

  1. Home
  2. Docs
  3. Importacular User Guide
  4. Import to Organisational Relationships
  5. Crosslinking Relationships

Crosslinking Relationships

Some imports may have the organisation related to the primary constituent, but also with other individuals, for example, another employee. You may want to create a relationship between the organisation and each of the employees.

You can do this by creating a mapping for each relationship but to speed this up you can use the cross linking relationships.

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 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.