csv file has name of both husband and wife as well as the same address field. Separate cell phone #s but same home #.
This is an excellent question, and it has more to do with how you want to use your data than with the technology.
Most CRM experts will tell you that the "right" way is to make the husband and wife each into their own contact, and create a "spouse" relationship between the two. You could also consider using "address sharing" so that updating one address updates both, if you like - though I don't think there's a way to do that from an import.
Of course, the reality is that if it would be a ton of work to handle them separately (e.g. the spouses' names in the CSV aren't in separate columns) and you only deal with them together, you could "cheat" and upload them as a single contact.
Assuming you want to do it the "right" way, I would do the following:
- Add a new column called "spouse identifier", which is a serial number: 1, 2, 3 etc.
- Import the first spouse, with their name, cell #, address, etc.
- For columns that belong exclusively to the spouse, use the "related contact info" to select "Spouse Of" (see screenshots 1 and 2 below).
- Finally, do the same with "spouse identifier", setting the field to the "Spouse Of" "External Identifier".
When you're done with this import, you're almost there - you'll have both spouses imported, each with their own cell #. The shared contact info will be on the first spouse but not the second spouse.
To add the shared contact info to the second spouse, import a second time. However:
- Only import the "spouse identifier" field and any shared contact info fields. Don't import any other columns.
CiviCRM will use the external identifier to understand that you're adding additional contact info to the second spouse.