Thursday, December 13, 2018

Adding New Prospects with Multiple Contacts via CSV Import

To add new Prospects with multiple Contacts via CSV, use the steps below:

1. Create a CSV file using this format:


Note: It is very important to include an External ID as this will serve as a reference key to ensure that the Contacts belong to the same Company.

2. Set Up> Import/Export> Import CSv Records. 

3. Import Type = Relationships.

4. Record Type = Prospects and Contacts Together.

5.  Select the File > Hit Next. 

6. Data Handling = Add or Update > Hit Next.

7. Mapping as below:


8. Hit Next

9. Enter Import Map Name > Save and Run > Hit Import Job Status > Refresh.

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