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
- Import the 1st CSV file as described in this tutorial
- Make sure that the customer number column is selected
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Step 2: Import 2nd CSV File
- Import the 2nd CSV file as described in this tutorial
- Make sure the Parent ID column is selected for the Client # of the first client
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