Globally adding relationship between two existing constituents

@Bernard Nemis To the best of my knowledge to do within RE it's one record at a time. I would use a query of the parent or students. Click to open each record (I would set default to open each record on relationship tab - just a short cut I frequently use.) and create a new individual relationship record to the appropriate person, adding the relationship/reciprocal. You then get pop-up to add relationship to the other record.

To do globally add you would be adding the same person to each record in the query. Not what you want.

It could be done by import - it might be worth the work but you'd have to take each ‘parent’ and somehow get the correct ‘student’ record id. Would be a challenge if there's no link to who should match with whom.

@Bernard Nemis:

@JoAnn Strommen
Hello, JoAnn. Thanks for your feedback. I will have to go the Import route as we have a good amount of incoming freshmen (with potential two parent records each) to connect. We currently have ImportOmatic, but I wanted to see how other folks are doing it, and see if that's something we can do via regular BB import.

Having done this before, for a class of 500 students where each parent had their own record, I would absolutely use ImportOmatic. Especially if you will be importing a mix of new students to existing parents, and completely new families. RE's native import functionality doesn't allow you to manage potential duplicates or updates to information during the import process like IOM does.

Karen

@Bernard Nemis Let me agree and add on to @Alex Wong's sage advice. If you go the import route, it is suggested that you use the import to create the import file to get the fields you need. It's a chore without question.

@Bernard Nemis

when you do the import, you must check the checkbox “Automateically reciprocate relationships" in order for both “parent” and “child” constituent to have the relationship record.