I have hundreds of relationships (Friend, Parent, etc.) between contacts tracked in a legacy CRM that I want to move over to Salesforce. All the Contacts have already been moved over, and I'm hoping to match against an External ID. Most of the relationships are between two contacts that don't belong to the same household.
The only reliable Relationships import help that I've been able to find links Contact1 and Contact2 together by putting them in the same household (Advanced Mapping Recipes (salesforce.com)). Is there a way to use the NPSP Data Import Object to import relationships between contacts in different households? Does anyone have any suggestions or documentation they can share? Thanks in advance!
Same issue. Added Contact3 fields to the NPSP Staging Object and used Flow to do the rest. 1. Flow to update data on the NPSP Object when created. Then after the data is imported with NPSP import records a 2. Flow to update the fields on Contact/Opportunity record.
The context was importing Fundraiser and Donor (Community Fundraising). This allows the spreadsheet, which has donation, fundraiser/hero, and donor details to import directly to the NPSP object. 1. Flow looks for existing fundraiser and if found links to NPSP object for soft-credit. If not found creates the Fundraiser record. The 2. Flow adds Opporuntiy Contact Role to the Opps. A hell of a work-around for something that would have been so easy resolved by allowing Contact2 to not be added by default to household record. Oh well, good practice with Flow.
