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I can see that I can import relationships as part of the Contacts » Import form, but it only seems to let me say that Contact A is <predicate> of Contact B.

Relationships have: start, end dates, current status ("is active"), note, title + possibly custom fields (I think). Is it possible to populate any of those via an import? Are there extensions that provide this functionality?

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I can heartily recommend Eileen's (obviously) Excellent "CSV API Importer" extension import screenshot- relationship options

https://github.com/eileenmcnaughton/nz.co.fuzion.csvimport/blob/master/README

Don't have relationship custom data on our set up so can't answer that aspect- but most other relationship fields are there

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  • Thanks Craig, this is helpful-ish as it assumes we know the (civi or external) contact ID of the two contacts, which means its a lot of manual work to use this. May 11, 2022 at 12:17
  • I guess with any import where you're bringing in different entities you'd have to break it into stages 1)import contacts with ext id 2) import relationships May 11, 2022 at 13:24
  • Yes, that's a very likely expectation for a clever tech person like youself. And I don't doubt it's true. But from a user point of view, it's terrible! (1) split spreadsheet into separate sheets and make unique lists of contacts. (2) import each list of contacts separately (3) obtain their CiviCRM IDs somehow and merge back in to spreadsheet manually or risking a hideous VLOOKUP (4) Import the relationships (5) import the ... (activities/contributions/...). May 12, 2022 at 8:35
  • Oh absolutely, it's a massive ball ache. To use my highly developed clever tech person language. And I hate and avoid imports for this very reason. May 12, 2022 at 12:44

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