match accounts and contacts at import

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  • sdesp
    Member
    • May 2019
    • 51

    match accounts and contacts at import

    Is there a smart way to match contacts to accounts? (During import)

    All data comes from The same .csv file. I can give all companies a UniqueID and clients of The same Company The same UniqueID.

    I tried:
    - creating with identity a varchar “matchid”
    - setting The same field to “record name”

    both imports run, But contacts are not Linked to accounts.
    if I check value matchid, They are imported.

    any suggestions?
  • sdesp
    Member
    • May 2019
    • 51

    #2
    Never mind, it works

    Comment

    • sdesp
      Member
      • May 2019
      • 51

      #3
      (Import description in English somehow made more sense.)

      Comment

      Working...