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
3 answers
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.