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Topics#EDA Relationships & AffiliationsJesse Jones's Question
Jesse Jones (West Coast Baptist College) asked in #EDA Relationships & Affiliations
Feb 19, 2020, 8:50 PM

Best Account/Contact Relationship Structure in EDA

I am unclear on how to best manage relationships for a particular form of account in the Education Data Architecture, and I'll be grateful for any feedback or suggestions. We are working on our initial deployment. I have a list of 15,000 organizations that I need to import into our accounts. For these, we have information on the administrators/leaders of maybe 500, so it seems I should create a contact record for these 500 people. Here's my question: I'm confused on the best way to associate these contact records to these accounts. Should I import these 500 contacts as the Primary Contact for the organizations to create a direct account/contact relationship or should I import these 500 contacts and then create an affiliation to link the two? We do want to be able to track affiliation history as the contacts move between the organizations over the course of their career. I've read mounds of documentation and many other questions, but I'm still unclear on the best practice here. Thanks for your thoughts!
4 answers
  1. Brian Karcinski (University of Florida - Enterprise)
    Feb 19, 2020, 9:38 PM

    Yes that would be the most straightforward way. I would do a small batch to make sure there aren't any EDA triggers doing something based on how you have things configured.

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