Importing New Records - Contact Relations
Follow the steps for Importing New Records

Field Required Type Sample Value Notes
Contact1_Id Yes Identifier "123" Must match an existing Contact ID in the system
Contact1_Indicator Yes Datasource Data "Primary" Must be one of the valid options: "Address," "Primary," or "Secondary"
Contact1_To_Contact2_Relation Yes Lookup "Parent" Must match an existing relation in the system
Contact2_Id Yes Identifier "456" Must match an existing Contact ID in the system
Contact2_Indicator Yes Datasource Data "Secondary" Must be one of the valid options: "Address," "Primary," or "Secondary"
Contact2_To_Contact1_Relation Yes Text "Child" Must match an existing relation in the system
Relation_Note No Text "Stepparent relationship"  
Lookup_Contact1_Id No Lookup "123" Must match an existing Contact 1 id in the system
Lookup_Contact1_Household_Name No Lookup "Smith Family" Must match an existing household name in the system
Lookup_Contact1_Address_Line1 No Lookup "123 Main Street" Must match an existing address line 1 in the system
Lookup_Contact1_Primary_First_Name No Lookup "John" Must match an existing primary first name in the system
Lookup_Contact1_Secondary_First_Name No Lookup "Jane" Must match an existing secondary first name in the system
Lookup_Contact1_Alternate_Id No Lookup "456" Must match an existing alternate id in the system
Lookup_Contact1_Primary_Alternate_Id No Lookup "789" Must match an existing primary alternate id in the system
Lookup_Contact1_Secondary_Alternate_Id No Lookup "123" Must match an existing secondary alternate id in the system
Lookup_Contact2_Id No Lookup "456" Must match an existing Contact 2 id in the system
Lookup_Contact2_Household_Name No Lookup "Doe Family" Must match an existing household name in the system
Lookup_Contact2_Address_Line1 No Lookup "456 Elm Street" Must match an existing address line 1 in the system
Lookup_Contact2_Primary_First_Name No Lookup "Alice" Must match an existing primary first name in the system
Lookup_Contact2_Secondary_First_Name No Lookup "Bob" Must match an existing secondary first name in the system
Lookup_Contact2_Alternate_Id No Lookup "789" Must match an existing alternate id in the system
Lookup_Contact2_Primary_Alternate_Id No Lookup "123" Must match an existing primary alternate id in the system
Lookup_Contact2_Secondary_Alternate_Id No Lookup "456" Must match an existing secondary alternate id in the system

Schedule Demo
School Name
Relation to School
select
Last Name
Your First Name
Your Email
Your Phone #
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