Hello,
I am using the data import wizard to mass upload a number of new contacts. The uploads are successful, however the Contact Record Type is not the right one. When completing the Wizard, the record type dropdown list only displays our Account Record Types and not our Contact Record Types.
I've tried adding another field to my CSV. file called Contact Record Type and have populated this with 'Friends of Contacts' (our record type name) but the newly imported contacts all come up as the 'VCSE Members' record type.
We do not have an Account Record Type specifically related to the 'Friends of Contacts' Contact Record Type - could this be the reason why?
#Data Import Wizard #Bulk Import #Contacts
Hey @Claire Smith,
even I do not use data import wizard (I used it only with trailheads - I recommend starting using data loader or something similar), but for on this first Data Import Wizard Page you are selecting Account RT. If you click next, then you can edit mapping, find your column where you have stored Contact Record Type (I believe you need to have Id of that record type, not Name. ow to find Id? Object Manager > Contact > Record Types > Click on needed RT > ID is in URL of your browser...) and click Change/Map an from Select field find Contact: Contact Record Type
I hope this will work for you ;)
Cheers
