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Replacing preexisitng value


 I have a number of constituent records who have the wrong relationship and reciprocal type listed for Primary Business Information. I want to replace the current value with the appropriate relationship type using Importomatic. Can this be done?

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Hi Amanda,

Yes, you can use ImportOmatic to update your organization relationships. If you have a query of records to update you can export the constituent's ID (or import ID) and the organization's ID (or import ID). Then add columns to the export file for the correct relationship and reciprocal values.

Please let me know if you have any other questions.

Thank you,
Omatic Support
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