To import multiple Contacts to an existing Customer record using single file upload, perform the following steps:
1. Create the CSV file with either Internal ID or Customer ID of the Company/Customer record as key field then add the information for the Contacts . See sample CSV file:
Internal ID, Contact, FirstName, LastName
12346,Contact 1,12346-1,Contact1
12346,Contact 2,12346-2,Contact2
12346,Contact 3,12346-3,Contact3
2. Navigate to Setup > Import/Export > Import CSV Records.
3. Set the following:
Import Type = Relationships.
Record Type = Customers and Contacts Together
4. Click Select and upload the CSV file, then click Next.
5. Set Data Handling to Update and click Next.
6. Clear the default field mapping and do it manually, make sure the CSV fields are mapped as follows:
Internal ID <=> Internal ID
Contact <=> Contact 1 : Contact
FirstName <=> Contact 1 : First Name
LastName <=> Contact 1: Last Name
Note: Contact, First Name and Last Name fields are found under the Contact > Contact 1 folder.
7. Click Next.
8. Click Run.
Note: This example is for a single file upload. Therefore, each import is limited to five contacts per entity only.See Importing Entities and Contacts Together, Answer Id: 9974.
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