Importing Individual and organisation as constituents :

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Importing Individual and organisation as constituents

Wendy Lee

started a topic about 10 years ago

I'm importing data in RE for the first time. I'm able to import individuals and their organisation relationships successfully. But would like to find out how can I also make these organisations as organisation constituents too?

2 Comments

Jeffrey Montgomery

said about 10 years ago

Hi Wendy, no problem! Just select the option to add org relationships as full constituents in your import profile, like this:

Wendy Lee

said about 10 years ago

Thank you so much! Will try it out!