To find a list of all the duplicate relationships:

  1. Create a Relationship Query on all non-Constituent relationships by doing the following:
    • On the Criteria Tab:
      • Individuals > Relation Code > Operator "one of" (appropriate relationships to be searched on ex. spouse, parent, child etc.)
      • Individuals > This Individual Is A Constituent > Operator "equals" No
    • On the Output tab under Individuals select "Name "
  2. Create a Constituent Query with the following criteria:
    • Under Constituent Information select "Name"
    • Operator: "One of"
    • Enter the names of the relationship records manually
  3. The results of the query will show all constituent records that also have a duplicated relationship record
To find the duplicate relationships of constituent records and link them together:

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.
  1. Create a Relationship Query on all non-Constituent relationships by doing the following:
    • On the Criteria Tab:
      • Individuals > Relation Code > Operator "one of" (appropriate relationships to be linked ex. spouse, parent, child etc.)
      • Individuals > This Individual Is A Constituent > Operator "equals" No
    • On the Output tab under Individuals section select the First Name, Last Name, Import ID (Relationship Import ID)
    • Export the results from the query into a .csv file
  2. Create a Constituent Query of every Individual in the Database
    • On the Criteria Tab:
      • Constituent Information > Key Indicator "equals" Individual
    • On the Output tab:
      • Constituent Information > First Name, Last Name, Import ID
    • Export the results from the query into a .csv file
  3. Copy the exported data file from step 1 and set it up as a new Constituent Import file:
    • In the new file insert a column with a header of "KeyInd"
    • Insert the values of "I" under the KeyInd column (this will indicate the Constituents will be Individuals in The Raiser’s Edge)
    • In the column with the Relationship Import IDs, rename the header to "ImportID" (these values may be reassigned for the Constituents or left blank; the ImportIDs will automatically be generated by The Raiser’s Edge)
    • Save and close the file
  4. Set the duplicate criteria in Configuration for Individuals to First Name and Last Name
  5. Open a new Constituent Import
  6. Using the .csv file, select the following settings for the Import:
    •   On the General tab check the following boxes:
      • Validate data only
      • Use duplicate criteria for new records
    • On the Fields tab, make sure the following fields are mapped:
      • Key Indicator, Import ID, First Name, and Last Name (these should all be selected from under the Constituent Information section)
    • On the Summary tab check the following boxes:
      • Create an exception file of records not updated/imported (browse to the location of the exception file)
      • Create an output query of the records imported
      • Create control report
  7. Validate the data by clicking the "Validate Now" box at the bottom right of the Import
    • The exceptions will be the relationships that have a duplicate Constituent record that already exist in the Database and are not linked
    • The records to be successfully imported are the relationships that do not have an existing duplicated Constituent record
  8. Uncheck the "Validate data only" checkbox on the General tab and click Import Now
  9. When prompted, Save the output query of records imported
    • If the imported Constituents (the non-duplicates) are not needing to be linked to the existing Relationship records, they may be deleted using Globally Delete Records in Admin and including the output query
    • If these new constituent records are desired to be linked to the existing relationships, we may do so through the following steps:
      • From the query on the Output tab select the following fields from under Constituent Information: First Name, Last Name, Import ID
      • Export the following information into a .csv file
  10. After the Import has finished, browse to the exception file that was created (this file will contain the relationship import IDs of the duplicates)
  11. Create a new Individual Relationship Import .csv file with the headers "IRLink" and "IRImpID"
  12. Using Microsoft Access to search for duplicate names, match the appropriate Import ID of the Constituents (from step 2) to the matching Relationship Import IDs in the previously exported files (from step 1 and step 9)
  13. Place the Import IDs and Relationship Import IDs in the correct columns of the import file created in step 11 (the IRLink column should contain the Constituent Import IDs and the IRImpID column should contain the Relationship Import IDs)
  14. Update the records with a new Individual Relationship Import
    • On the General Tab use the following settings:
      • Set it to "Update existing records"
      • Check the "Validate data only" box
      • Browse to the Import File created in step 11
    • On the File Layout confirm that the preview of the file looks correct
    • On the Fields tab, ensure that the columns IRLink and IRImpID have been properly mapped
    • On the Summary Tab use the following settings:
      • Create a control report
  15. Click "Validate Now," if there are no exceptions uncheck the "Validate data only" checkbox and click "Update Now" to update the records and link the relationships to the records