• Create a constituent query of constituents whose assigned solicitor type need to be updated.
       
    • Create an export which uses the query above.
       
    • Export the following fields:
      • Constituent Information, Import ID (In the Constituent Solicitor Import this field will need to be linked to Constituent Import ID)
         
      • Relationships, Assigned Solicitors, Import ID (In the Constituent Solicitor Import this field will need to be linked to Solicitor Relationship Import ID)
         
      • Relationships, Assigned Solicitors, Type (In the Constituent Solicitor Import this field will need to be linked to Type)
         
      • Relationships, Assigned Solicitors, Solicitor Constituent Record, Import ID (In the constituent solicitor import, this field needs to be linked to the solicitor link.)