Import feature to connect with Fund Relationship and Constituent Fund Relationship

Hello, currently we have to manually connect the Fund ID under Relationship Tab to a Constituent record under relationship. Is there an import feature can create the relationship automatically instead of entering it one by one. It is very time consuming.

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  • Mar 26 2021
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  • Isaac Urner commented
    08 Oct 20:04

    It's crazy that this isn't a feature and has been requested for a decade. Assuming the code base and tables aren't a mess, this should be very simple to add.

    This is going to cost us hours of manual time. Remind me how Blackbaud is saving us money and labor?

  • Dan Snyder ⭐Community All-Star commented
    October 16, 2024 19:59

    Can this be merged with https://renxt.ideas.aha.io/ideas/RENXT-I-533, thanks.

  • Katy Green commented
    April 23, 2021 19:53

    Yes! We just discovered this today and now our student worker is manually entering 2,000+ fund relationships for our most recent scholarship recipients. We are fully in support of being able to use import to connect these items.