Hello, looking for a way other orgs may be going about mass updating/populating relationships for a constituent record. We have several of these situations for a board member sends us a list of their known associates and it would be great to be able to plug something in that does most of the work for us. Another scenario would be when/if we receive a list of employees for a particular company. How is everyone currently handling those situations, is the only route to go going manually for each one? Or is there a sql procedure/code someone likes to use?
Thanks for any and all thoughts!
I wrote a custom proc to create associations en masse. (Affiliations are more straightforward because you only need to create one side, but the proc could be tweaked to do that as well.) I'm happy to share it, just email me directly at catherine@artsphilly.org.
It's a pretty generalized script so that I can use it in a variety of circumstances, but the idea is that you populate a staging table with one direction of the association, e.g. the board member's constituent ID, their associate's constituent ID, and the association type, and then the script does the rest. You could certainly tweak the script to work for more specific scenarios for whatever you're looking for.