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Importing Relationships

Overview

This tutorial will explain how to import relationships into StudioCloud using 2 CSV files

Limitations

  • This method requires that the clients be split into two different csv files
    • The 1st CSV file would be the main clients such as the parents
    • The 2nd CSV file would be the hidden clients such as the children
  • This method requires that the 1st CSV file has a column that stores the customer number
  • This method requires that the 2nd CSV file has a column that stores the parent customer number
  • This method will import the clients and automatically assign the 2nd client the 'Related' relationship tag.

Step 1: Import 1st CSV File

  1. Import the 1st CSV file as described in this tutorial
    1. Make sure that the customer number column is selected
    2. customer_number.png

Step 2: Import 2nd CSV File

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