We have a data upload that was just Contacts and then just Accounts. I am manually matching them in the search bar and updating the Account field on the Contact record. Is their another way to do this?
2 件の回答
Hi @Lisa Pazienza, since both the Accounts and Contacts are already uploaded you can try the following:
- Perform a Data Export of the Account and Contact objects by going to Setup > Data > Data Export
- Populate the AccountID column from the Contact export with the corresponding Id from the Account export
- Save the updated Contact export file (make sure it's a CSV)
- Use the Data Import Wizard and select Accounts and Contacts > Update Existing Records
- Match Contact by Salesforce ID
- Select the updated Contact CSV you updated earlier
- Confirm the field mapping is correct
- Start import
Note: It's best to try this with one or two records to make sure everything goes as expected. Once confirmed you can repeat the steps for the remaining records.
