Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

Note: The instructions below show how to do this for an organization relationship. The same steps can be followed for individual relationships by selecting the corresponding individual relationships fields instead.

  1. Create the import file
    1. Create an individual query and filter on:
      Relationships, Organizations, This Organization is a Constituent equals No
      AND Relationships, Organizations, Organization Name <ask>
      (This allows the export to be run for each group of individuals that have the relationship)
    2. In The Raiser's Edge, create a constituent record for the organization. Select File, Properties from the menu bar and note the import ID for the organization
    3. Create a constituent export using the query created in step 1. Export Biographical, Import ID to export the import IDs of the constituents. Select to export in CSV format.
    4. Open the file in Excel and add the following fields and headers:
      • ImportID: Import ID of the constituent (this was exported in step 2).
      • ORlink: Import ID of the new organization record (this was noted in step 3)
      • ORImpID: Enter unique IDs or leave this blank
      • ORRelat, ORRecip, ORFromDate, and ORToDate: Insert Organization relationship, reciprocal, from and to dates as appropriate
    5. Refer to How to import organization relationships that are constituents (BB87260) for complete instructions. The instructions above take you to step 4.
  2. Delete the old relationship records using the query from step A1.