Importacular User Guide

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Assigned Solicitor Relationship Mapping

Assigned Solicitor relationship records connect two constituents, one of whom is marked as being a solicitor (although it is entirely possible that they could both be marked in that way). This relationship indicates one of the two as asking the other to donate.

In Importacular, we need to first map a constituent that is a solicitor and then map the assigned solicitor relationship record between the primary constituent that we are importing and also to the mapped solicitor.

You select the ‘Import/Linked with’ as the newly mapped constituent solicitor record and map the fields that you need to populate with either Source Fields or Default Values.