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  1. CiviCRM
  2. CRM-7845

Import of individuals and their "Relationship to" an Organisation sub-type, doesn't match on the sub-type contact's name, rather creates a new Organisation with the same sub-type and name

    Details

    • Type: Bug
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Won't Fix
    • Affects Version/s: 3.3.6
    • Fix Version/s: 4.4.0
    • Component/s: None
    • Labels:
      None

      Description

      We created a new organisation sub-type, called Electorate. We created a relationship between an Individual and Electorate of "Candidate for"

      We imported a bunch of electorates as Electorate type contacts.

      We imported a group of individuals with a column that has the Electorate that they are a Candidate for, and used the "Candidate for" matching to "Organisation Name (match to contact) *"

      The attempted import of this relationship to an Organisation contact sub-typem, Electorate, did not find a match to existing Electorate "Organisation sub-types" (perhaps only searching in traditional Organisation names), but then ironically the Organisation contact created was given the Electorate sub-type, because the relationship of "Candidate for" can only be with an Electorate sub-type and not an Organisation. So it is good that the import creates the right sub-type, but bad that it doesn't search to match the Name of the contact in the right Organisation sub-type, so as to avoid creating additional duplicate contacts. This may be related to the bug previously reported that you can't import custom fields to contact sub-types, which I think is a major problem too as it renders sub-types pretty useless if you can't import, for example, the "Required Swing" to an Electorate only custom field.

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            • Assignee:
              lobo Donald A. Lobo
              Reporter:
              andrew Andrew Perry
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              • Created:
                Updated:
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