Start a new topic

Importing participants onto an event

Hi All

I have a file which contains organisation and individual data.

The organisation needs to be matched or added to RE, and the individual matched or added to RE as a full constituent and added to the organisation as an individual relationship. I then need to add constituent attributes against the individual record.

The individual needs to be added to a particular event, with the organisation as their sponsor.

Am I right in thinking I need two imports? 

One import to add the organisation and individual and the relationship - output file to contain Cons Imp IDs for both.

Second import using output file to add the individual to the event, and adding the org as sponsor, and then adding the attributes to the individual's constituent record.

I was mulling over this all day yesterday, and then this solution hit me when falling asleep last night!

Am I over complicating, or is this the only way?



Login or Signup to post a comment