Import End Date for Former Solicitors

@Bryan Alfaro This can be done, but you need several Import IDs in your file in order to do so.

1. Constituent Import ID - this is the donor
2. Solicitor Relationship Import ID - this is the import ID for the Solicitor Relationship
3. Solicitor Link - this is the Constituent Import ID for the Solicitor

Then, you can add the column for the Type and the End Date.

You can also use a Global Change as long as you can query on all of the records that you want to change.

Alternatively, you can mark the former Solicitors as Inactive and when you save the constituent record, you will be prompted to add an end date. This will not change the type though.

@Bryan Alfaro
Attached is a sample file I use to do just this. If you are just “downgrading” you actually do not need the ASRLink or Solicitor link that @Christine Robertson mentioned. I am also including a screen shot of the export I use to get the ids out that are needed for this process. Just add your end date and updated solicitor type and you should be good to go.

Solicitor Update Import Sample.csv

@Bryan Alfaro You're welcome - glad to help!