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pooja biswas asked in #CRM Configuration
Dec 22, 2016, 5:19 AM

externalID in import wizard_single csv file

Hi

I want to know how to use externalID in data import wizard.

I created a custom field say MyExt in account object which is an externalID field.

I want to use this externalID field to insert new account and contact records in single CSV file

Can any one pls explain how to structure the csv file?

Thanks

pooja
2 answers
  1. pooja biswas
    Dec 22, 2016, 5:46 AM
    Hi

    when we connect to import wizard, there is an option "Account & Contacts".

    Does this mean in literal sense that in an single csv file we can insert account & contact records?

    Pls explain.

     
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