Add fields to Relationship Import in Constituent Update Batch

Oftentimes employment data comes in after the Constituent has been established.  You can import a business relationship via Constituent Update Batch but you cannot import values for the employment history such as Job Title, Department, etc. 

  • Guest
  • Jul 9 2015
  • Will not implement
Organization Name (Please enter full organization name) Deakin University
Reported Version 3.0
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  • Ryan Miller commented
    6 Oct 01:54pm

    I'm also very surprised there is no standard batch to update employment information. This should be part of basic functionality of CRM.

  • Claire Hoath commented
    6 Aug 11:38am

    am surprised this is still not a basic functionality - we have to update these manually each time which is a complete WASTE OF TIME

  • Ruth Shaw commented
    5 Dec, 2019 05:33pm

    When people currently import employer relationships (business primary) that seems to break the link between the two fields of relationship and job title-details etc.  if you add the relationship manually as well as job title details before saving,  where that link is intact it automatically end dates the previous job title and details, along with the former business-primary relationship, and the loss of this functionality puts me off importing the employer relationships.

     

    To make all details importable, how would the data need to be arranged? Surely we could make it so the job title fields appeared when the relationship being added is employer, and they could then be populated in one header file and left blank for importing other relationship types?

     

    This job title-no import issue is the same as the Region field for addresses isn't it? Or can those be updated at the same time as addresses?

  • Lisa McLarty commented
    27 Aug, 2019 05:12pm

    Desperately need this... 

  • Guest commented
    21 Mar, 2018 04:36pm

    This is a very manual process and see no reason why this cannot be delivered by Blackbaud in a batch template.