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Topics#Data ManagementLloyd Buchner's Question
Lloyd Buchner asked in #Data Management
Aug 10, 2016, 5:41 AM

Importing from ACT! .csv - Contacts not linked to their accounts, + Salutations

I have been importing lists of contacts from my ACT database into Salesforce - on the whole, it has gone well. However, I have come across some errors since, which I can't manage to find how to fix:

 

1. Firstly, all the contacts have been imported, but for some reason they are not linked to their accounts (I did map our 'company' column to 'account: name' and contact: 'account name'). As there are thousands of contacts, I can't really go through each contact individually and assign them to an account.

 

2. Secondly, ACT automatically defines a salutation as the person's first name, whereas Salesforce defines it as Mr, Mrs, etc. So all of my contacts have imported like Tony Tony Jones or John John Smith. Is there a way to mass-fix these?

 

I really look forward to someone helping me as soon as possible if possible,

 

Thanks!
2 answers
  1. Anju Chacko (Visionet)
    Aug 10, 2016, 10:06 AM
    ok.. I have not used that. I usually use 'Data Import Wizard' where account and contacts can be inserted together and it will be linked automatically by Salesforce. Setup -> Search for 'Data Import Wizard'

     

    In case if you need to link the account for created records, you can

    1. create a report on contact with Salesforce ID and condition account = null and created date (date you inserted)
    2. export the records to CSV
    3. do a vlookup with your original file (file from ACT database) and add the account name
    4. Do an update using any data management tool like dataloader.io

    Let me know this helps

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