When importing Accounts, how do i link the Contacts within the Accounts?

When importing Accounts, how do i link the Contacts within the Accounts?

23-08-2014 02:32:22 Wg Miron Matecki

The link between the accounts and contacts is on the account (company) name. The easiest way is if Accounts are imported first, then contacts. In your contacts excel list you should also include the account name. It must be EXACTLY as spelled in your accounts list. This is the easiest method and works fine: ie, your account "ABC Co. Ltd." will go into the CRM first, then all contacts with the account column value "ABC Co. Ltd." will be logged against the account "ABC Co. Ltd." and show up in the contacts section of that account. Don't forget to make sure it is mapped correctly when you import the contacts file, ie. map the (contact's) account name column to the Account field. In addition, it is CRITICAL make sure your data is clean. Example: if your data has two contacts under one account but stores that account as "ABC Co. Ltd." and "ABC Company", it has not way of knowing they are the same account. This is often an underestimated area of migration but one which should be given a lot of attention. We strongly suggest you clean your data before any import or budget time and resources for your internal team / CRM Asia Solutions to do this essential task.

Miron Matecki

Dodaj do koszyka
- Błąd dodania do koszyka. Spróbuj później.
Ilość zmieniona
- Wystąpił błąd. Spróbuj później.
Skasowany z koszyka
- Nie można usunąć produktu z koszyka. Spróbuj za chwilę.
0