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Import - individual relationships - issue with IRImpID

Orsi Ptercs

Hi All,

I am trying to import spouse relationships into RE. Everyone has their own records already.

I was following the instructions from this article.

Below you can see how my import file looks like.

When I try the import, all records become excluded from the import, in the report it says that my respective IRImpIDs do not exist.

When I tried to remove this field from the import, it warned me that this field is required.

Actually both records's import ID are already included in the import file (ImportID & IRLink), and I really can't wrap my head around what this IRImdID is and how to use it. I looked at this explanation, but did not help me unfortunately.

Can you please help me figuring this out? I'll be really grateful, thank you in advance!

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Comments

Alex Wong

@Orsi Ptercs
I can't see your image

But I imagine your problem is the import setting.

You are using individual relationship import. If the spouse are not already related, then you are importing a new relationship between 2 constituent record. Don't use update, you should use import new

Orsi Ptercs

@Alex Wong
Oh, you are completely right, that was the issue! Thank you so so much!

May I ask you another question I was sitting on quite a lot, but could not figure out. It might as well be another quick fix for someone more experienced.

It's about updating constituent codes. When a record has multiple constituent codes, do you know how I can define which constituent code I'd like to modify (eg. the “date from”) ? It seems it randomly picks one to update, even if in the query I filtered for the constituent code I want to work with. Probably it needs to be fixed somewhere in the import settings too. Appreciated if you have the chance to share your idea on this one.

Alex Wong

@Orsi Ptercs
you cannot update a constituent code by using on constituent id (or constituent import id) alone. As 1 constituent can have many constituent codes. Each constituent code is identifyable with its own constituent code import id, which if you want to update a single constituent code, you will need to use that to target the single constituent code to update.

Orsi Ptercs

@Alex Wong
Oh, I see, makes sense again! Thank you so much for the guidance!