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How to import relationships in Tern
How to import relationships in Tern

You can import relationships with a simple three column spreadsheet: import ID, import ID of related contact, and relationship.

David Shull avatar
Written by David Shull
Updated over a week ago

How to Import Relationships into Tern

  1. Prepare Your Contacts

    • Import a basic list of contacts into Tern.

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

  2. Create a Relationships File

    • 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.

  3. Establish Relationships

    • 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.

  4. Import Relationships into Tern

    • 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.

  5. Verify and Manage 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.

  6. Benefits of Using Import IDs

    • Import IDs help accurately match contacts and avoid duplicates.

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

  7. Conclusion

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

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