Import of Fund Relationships
There is currently no functionality to import new Fund Relationships or update existing ones via import. We would like to track scholarship recipients directly on the fund itself. Providing this functionality would allow us to import the students receiving aid, making your solution even more valuable than it already is.
Thank you!
10
votes
Ana Glavin
shared this idea
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Susan F
commented
We use Fund relationship to record Scholarship Recipients. Without the functionality of fund relationships in Cloud, these cannot be imported using Omatic Cloud, I have to use ImportOmatic.
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Lisa
commented
We do this monthly and right now are adding them to RE via importomatic. We need to be able to add funds as relationships to records for students who are awarded scholarships for a given year. - 2025-2026