Compyle Release Notes: Household Imports - June 2025

Importing Households and Household-Participant Links

Release Overview

This is a new chapter in our Household and Household Linking feature development with a focus on importing data.  Since Households primarily serve to connect related Participants, the new import tools allow you to create links in addition to creating records. adding Household import tools and Household-Participant link imports. We also added more polish to some of the Household Linking functionality. As with every release, there are additional refinements and fixes included.

• Household Import
• Household - Participant Link Import
• Universal Search Expansion
• Household Linking Enhancements
• Safety & Security Enhancements
• Assorted Refinements

 

 

Import Households

The Household Import tool is very similar to the Participant Import and Organization Import features. You can create new records or update existing ones. CSV templates are available for each import type.

• For new records, all standard and custom field columns must be included.
• Record updates only need columns for the identifying information and the fields that will be changed.
• The import file must match the template file's column count and column order.
• Options for multi-select fields must be separated with a comma without spaces, like "option1,option2".
• Duplicate Check: The following duplicate check fields are required:[]. Changing the duplicate check fields for this form will change the fields required for new record imports.

• Updating Records By Household ID: Household ID is either the system-assigned alphanumeric ID, like XRCOG5X4, or a manually entered value. This is controlled by the Admin > Instance Setting for IDs.
• Updating Records By Record ID: The Compyle Record ID is a unique numeric value assigned by the system behind the scenes. This system field is available in exports.

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Import Links

The link import can be used to add or edit links between participants and households. Both the household and the participant records must already exist in Compyle before they can be linked. The linking import cannot create new households and participants, but it can be used after the Participant Import and Household Import are utilized to add new records.

• The import file must match the template file's column count and column order.
• Only saved households and saved participants can be linked. The linking import cannot create new households and participants.
  
  

Setting the Relationship to Head of Household

The following options can be used to set the role in the household for a specific participant.

• Head of Household, Spouse, Partner, Roommate,
• Child, Grandchild, Foster Child,
• Parent, Parent-in-law, Brother/ Sister, Grandparent, Son-in-law/ Daughter-in-law,
• Other Relative, Other Nonrelative
• *Custom options added to the form

Importing Links

Linking Records By Record ID (Numeric)

The Compyle Record ID is a unique numeric value assigned by the system behind the scenes. This system field is available in exports and filters.

Record ID Link Import Template

 

Linking Records By Participant ID & Household ID

The Participant ID & Household ID are either a system-assigned alphanumeric ID, like XRCOG5X4, or a manually entered value. This is controlled by the Admin > Instance Setting for IDs.

Participant ID & Household ID Link Import Template

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Universal Search

The Universal Search feature allows administrators to search all of the Participant, Household, Organization, and Anonymous records at once using some standard fields that are common to all of the forms.