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Importing New Records - Contact Relations

Posted January 01, 2025
Importing New Records - Contact Relations
Follow the steps for Importing New Records

Field Required Type Sample Value Notes
Contact1_Id Yes Identifier "123" Must match an existing Contact ID in the system
Contact1_Indicator Yes Datasource Data "Primary" Must be one of the valid options: "Address," "Primary," or "Secondary"
Contact1_To_Contact2_Relation Yes Lookup "Parent" Must match an existing relation in the system
Contact2_Id Yes Identifier "456" Must match an existing Contact ID in the system
Contact2_Indicator Yes Datasource Data "Secondary" Must be one of the valid options: "Address," "Primary," or "Secondary"
Contact2_To_Contact1_Relation Yes Text "Child" Must match an existing relation in the system
Relation_Note No Text "Stepparent relationship"  
Lookup_Contact1_Id No Lookup "123" Must match an existing Contact 1 id in the system
Lookup_Contact1_Household_Name No Lookup "Smith Family" Must match an existing household name in the system
Lookup_Contact1_Address_Line1 No Lookup "123 Main Street" Must match an existing address line 1 in the system
Lookup_Contact1_Primary_First_Name No Lookup "John" Must match an existing primary first name in the system
Lookup_Contact1_Secondary_First_Name No Lookup "Jane" Must match an existing secondary first name in the system
Lookup_Contact1_Alternate_Id No Lookup "456" Must match an existing alternate id in the system
Lookup_Contact1_Primary_Alternate_Id No Lookup "789" Must match an existing primary alternate id in the system
Lookup_Contact1_Secondary_Alternate_Id No Lookup "123" Must match an existing secondary alternate id in the system
Lookup_Contact2_Id No Lookup "456" Must match an existing Contact 2 id in the system
Lookup_Contact2_Household_Name No Lookup "Doe Family" Must match an existing household name in the system
Lookup_Contact2_Address_Line1 No Lookup "456 Elm Street" Must match an existing address line 1 in the system
Lookup_Contact2_Primary_First_Name No Lookup "Alice" Must match an existing primary first name in the system
Lookup_Contact2_Secondary_First_Name No Lookup "Bob" Must match an existing secondary first name in the system
Lookup_Contact2_Alternate_Id No Lookup "789" Must match an existing alternate id in the system
Lookup_Contact2_Primary_Alternate_Id No Lookup "123" Must match an existing primary alternate id in the system
Lookup_Contact2_Secondary_Alternate_Id No Lookup "456" Must match an existing secondary alternate id in the system

See also
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