How to Import Relationships into Tern

Import a basic list of contacts into Tern.

Ensure each contact has a unique identifier in the "Import ID" column.

Create a new file/tab for relationships (e.g., in Google Sheets or Excel).

Include three columns: Contact ID One, Contact ID Two, and Relationship.

Manually input the Import IDs of contacts and define their relationships.

For example, link Contact ID One (e.g., T1) to Contact ID Two (e.g., T2) as spouses.

Export the relationships file as a CSV.

Navigate to Tern, go to Contacts, and select "Import Contact Relationships."

Upload the CSV file, map the fields (Import ID, Related Contact Import ID, Relationship), and confirm the relationships.

Check the established relationships in Tern.

Use Import IDs to match contacts and prevent duplicates.

Tern's system will help clean up and organize the imported relationship data.

Import IDs help accurately match contacts and avoid duplicates.

You can reference Import IDs across multiple imports for consistent relationship management.

By following these steps, you can efficiently import and manage relationships in Tern, enhancing your contact organization and connectivity.