6

Is there a way to batch update relationships, specifically the type of relationship along with the start and end date?

I don't see the fields to add to a profile to do a batch update. I also don't see a way on import to add a start and end date to the relationship mapping.

Improve this question
0

2 Answers 2

Reset to default
5

This is possible in one of two ways:

  • Use the API CSV Import GUI extension. This will allow you to import relationships with start/end dates. As a matter of workflow, you'll probably end up exporting existing relationships and reimporting via the extension.
  • Make the changes directly in SQL, in the civicrm_relationship table.

There's actions to add relationships between contacts and a household/organization in the search action menu, but what you're describing doesn't exist out of the box. I certainly think it's a good candidate for a sponsored improvement though.

Improve this answer
1
  • I'm trying to update the current relationships in CiviCRM through the import process. There is no field for set active/inactive the current relationship in basic import process of CiviCRM. Then I saw your solution, installed the extension and tried to inactive the current relationships. I use contact_id_a and contact_id_b and relationship_type id and set the is_active to 0 in csv file. But this extension gives me an error "Error with entity "create"! (Duplicate Relationship)". I'm going to update this relationship but this extension tries to create a relationship and fails because this relatio
    – Mehrnoosh
    Commented Jun 12, 2019 at 7:02
1

With SearchKit, probably from version 5.43, it will be possible to do in-place edits of relationship fields as start and end dates, is active and custom fields. https://github.com/civicrm/civicrm-core/pull/21533

Improve this answer

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

Not the answer you're looking for? Browse other questions tagged or ask your own question.