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Mapping organization reltionaship attributes

I'm importing a file of individuals who will be related to an organization. On the relationship record we use the attributes to specify specific relationship types and communication preferences (eg. if the individual is part of a corporate volunteering program or should receive direct mail solicitations on behalf of the organization, etc.). I'm having trouble finding what record type to use to map into the relationship attributes fields. Hoping someone can advise.

 

Thanks,

Gregg

1 Comment

Hi Gregg,

If you're importing the organization under Constituent Field and the individual under Individual Relationship you will map the attributes using the Record Type of Individual Attribute - x. 

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If you're importing the individual under Constituent Field and the organization under Organization Relationship you will map the attributes using the Record Type of Organization Attribute - x.

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Please let me know if you have any other questions.


Thank you,

Amanda

Omatic Software



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