Importing Individual and organisation as constituents : Omatic Support

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Importing Individual and organisation as constituents

Wendy Lee

started a topic about 9 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 9 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 9 years ago

Thank you so much! Will try it out!