Skip to main content
Clair Coutts 님이 #Data Management에 질문했습니다

Im trying to do a bulk upload to creat Accounts and contacts in those accounts.  I have a CSV  file and have mapped the columns but for some reason the upload keeps creating an account for each contactCan someone please point me in the right direction for this. I am literally tearing my hair out. THanks   

답변 3개
  1. 7월 8일 오전 11:56

    Hi, First import the Accounts only but csv should have contact data in it. When accounts are imported then you will get a file that contains the Ids of those created accounts. Import that sheet again to upload contacts. Now don't map the account fields, insted map the contacts fields only along with AccountId field to Id column in the sheet. Now they will be linked together.

0/9000