Allow Mass Importing of Relationships

I have thousands of Relationship Links and each year I add approximately 150. It would be great if you could do a mass import of these Relationships by creating a file with the account numbers and the relationship.

  • Susan Swensen
  • Nov 2 2016
Data Entry
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  • Guest commented
    May 24, 2017 04:33

    Yes. We get tips and information from weekly paper that needs updates for multiple relationships

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  • Susan Swensen commented
    December 21, 2016 17:45

    I need to do this each year when students graduate and I need to link the new alum account to their parent.

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  • Guest commented
    November 30, 2016 14:43

    I have the same problem. I get a "pile" of stuff to import - typically from a legacy system (or spreadsheet) that eTap is replacing. I can import most everything, but relationships take either a lot of manual effort or use of the API.

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