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.
Download and run the Reciprocate All Relationships plug-in

OR
 

  1. Create a constituent query of the constituents whose relationships should be reciprocated
     
  2. Create an individual relationship or organization relationship import file in CSV (Comma Separated Values format based on the query created in step 1
     
  3. On the Fields tab, select:
    Individual (or Organization) Relationship, Relationship Import ID
    Individual (or Organization) Relationship, Constituent Import ID
     
  4. Click Create Now
     
  5. Once the import file is created, select the General tab of the import parameters
     
  6. Under What do you want to do?, select Update existing records
     
  7. Under Options, mark the 'Automatically Reciprocate Relationships' checkbox
     
  8. Click Update Now