In order to update Student records with relationships to  individual records, include Student ID or Student Import Id, Relation ID, Relationship, and Reciprocal as fields in your .csv file.

The Relation ID is the Record ID of the person who is being added as a relationship and the Relationship Type field has to come from the relationship table in Configuration. The Relation ID can be found on the Bio 1 tab of an Individual record and is not the same as the System Record ID found in Properties.
 

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. 

Prior to importing, we suggest marking Validate Now on the General tab.: Validating the data will not import the information in the system. This is a test run of the import.

 

  1. Create an import file with the required fields (BB102268)  
    Sample File of Import
  • The import file requires the following fields
    • Student Import ID OR Student ID
    • Relation ID [The Relation ID is the same thing as Record ID; it can be found on the Bio 1 tab of an Individual record and is not the same as the System Record ID found in Properties. ]
    •  Relationship 
    • Reciprocal Relationship
    • Note: You can include other fields based on your preference.
  1. In Administration > click Import Records.
  2. Click Relationship(located in Student section) > Click New.
  3. Mark Import New
  4. Browse to the CSV file in the Import file field
  5. Select Student Import ID as the field to use to match records
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  1. Select the File Layout tab and select the Import File does not contain field names option ONLY if your import file does not have header. If your Import File contains the field names, mark Fields names are on the first line of the import file. 

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  1. Select the Fields tab and map the fields
    • Student Import ID or Student ID [Only one is used. The "Use" option on the General tab determines which field shows (Student Import ID or Student ID) ]
      • Student Import ID: Mapped to Import ID which. is located in the Student Section [General tab must say Use: Student Import ID for this field to show]
      •  Student Id: Mapped to Student ID is mapped to Student ID. 
    • Relation ID: Mapped to Relation ID which is located in the Relationships Section
    •  Relationship:  Mapped to Relationship which is located in the Relationships Section
    • Reciprocal Relationship:  Mapped to Reciprocal Relationship which is located in the Relationships Section
 
  • Note: Extensions cannot be used in this type of import.  There are two options for handling this type of import.
    • Option 1: Set up the import file so the fields for the student's relationship are  all in the same row (this is how Export outputs the information).  When you map the fields, you'll only map the first group of information (Relation ID, Relationship ,Reciprocal Relationship) > Import the relationships for the first grouping > Unmap the first group of information > Map the next group of information> Import. Repeat the process of mapping one set of relationships information, import, unmap the fields, repeat the process until all relationships have been imported..
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    • Option 2. Set up the import file so each relationship  is on its own row in the import file (this is how Query exports information).  For example: If a student has multiple relationships. then there will be multiple rows;  one row  for each Student relationship.
  1. Save the import parameters.
  2. Click Validate now (if we marked Validate data only on the general tab) or Import Now

Option 1: (Each relationship are in the same line so ONLY map the first relationship set of information> Import> Unmap> Map the second relationship > Import> Repeat)

Example:

Student A       IND120     Father       Son    IND121     Mother       Son 

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Option 2: Each Relationship  exist on a separate line

Example:

Student A       IND120     Father       Son

Student A       IND121     Mother       Son 
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