I have a list of over 1,000 records to add reciprocal relationships for, so obviously being able to import the information would be way easier for me. But, when I try with just two guinea pig records, I get an exception error that the constituent record doesn't exist (for the main constituent). Any ideas on how this can be done?

 I've done everything in Solution Number BB23404.  Here's a copy of the exception report. Any help would be greatly appreciated :)

Kendra

Hi there,

In your import these two are not matched- CnBio_ID Constituent Import I.  You have to pick the right option form the main import page where is say How do you want the system to identify the existing constituents.

I did similar work recently. Basically, i had to link list of Individual records to an Org record and reciprocate the same relationship.  The import fields i used was just these six fields. If you want to reciprocate you have to tick the option 'Automatically reciprocate relationship' in the import section.

 Hope it helps!

Oh yes! Thank you, that did the trick. It would only work using the import ID and not the constituent ID for some reason, but once I got them matching up, no problem :)  I'm also wondering if there's a way to set up in the import for any attributes to also be added to the reciprocal relationship, or if I'll have to do that with an updating existing records import. Any idea?

 I am not sure if the  import would be the best way of doing it. My sugg is you do it by global change. You can go to Global Change- Individual/Contact/Employee Relationship and then include the query which you created while you imported the reciprocal relationship and then go to 'Indivdual relationship Attributes' header and pick 'Attributes' which should be just next to the header .Here you add your new attributes. Hope it helps.

Good Luck.

A global change is the way I would've wanted to do it, but there's also comments and notes that have to be added, all with different entries, so import was really my only option. I did figure it out though. Once I was able to get all the correct fields matched up, worked like a charm :)