Import relationships

You can import relationships.

Before you import relationships you create a new view via CRM / Organisation/person / Contact. You add the Contact field to this view.

The Contact field contains the number that is used for the Source and Target fields when importing relationships.

To import relationships:

  1. Go to:CRM / Management / Import / Relationships.
  2. Specify whether you want to perform the import using an existing definition or a new definition. Click on: Next.

    You will now see a window with import options.

  3. Click on: Next.
  4. Then continue using the general import wizard.

Directly to

  1. Relationships
  2. Add a relationship type
  3. Add a relationship
  4. To add a relationship: Is part of
  5. View a relationship