In the process of getting two systems talking to each other we have some records already on the target RE system.
So on the RE system we have previously only had the main primary constituent record and the spouse and siblings a non-constituent sub records.
With the other system all individuals have a separate account. So we are looking to now have all records as constituents and linked via relationship and reciprocated.
Which seems to work on totally new records. But for records that have a non-constituent records they import updates them 'okay', but doesn't create a 'real' constituent record for them. If I manually go into the main constituent after the import run and create an individual all the details are there and it works as intended. But that isn't a practical and viable option for large volume of data that will be handled.
So in short, how would be the best way to achieve this goal?
Because you're wanting to do this with large quantities of data (for example, promoting all spouses to full constituents), a viable option would be The Elevator, which is an Omatic product designed to promote non-constituents based on relationship type. This product would work for you if you wanted to promote ALL the children in your parent record query, for example. If you want more info on The Elevator, feel free to email@example.com. As a side note, The Elevator has a vertical status bar that goes up and plays soothing elevator music during processing. :)