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In this scenario we are going to import new contacts who are not in the system and these contacts will have a communication entry plus they are going to be related to a contact who exists in the system.

The spreadsheet requires a Supporter ID for the new contact so you can use this with the Relationship table.

The IDs for each sheet are:

Contact: Supporter ID

Communications: Comm Supporter ID

Relationship (Parent): Supporter A ID

Relationship (Child): Supporter B ID

The tables used in this import are the Contact Table, Communication Table and Relationship Table.

1.Create a new Data Import

2.Click the ellipsis and load the spreadsheet

3.Enter a Description

4.Double click into the column headers to map the Contact table fields

5.Double click into the Relationship column headers

6.Select the Relationships Table

7.Map the appropriate fields

8.Click Log Data once all fields are mapped, following prompts to the Data Import Home Page

9.Click Validate and process the import until complete

10.Double click on the import under the recently completed column

11.Click View | View Imported Contacts

 

Example of Communications:

 

 

Example of Relationships: