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#1 |
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Importing Accounts and Contacts using Data Migration Manager
Hi,
I imported the following in this order: 1. Accounts 2. Contacts (mapped Account Name to Parent Customer which was imported earlier) Is there a way to identify the contact as a primary contact during Contacts import so that Account is updated with a primary contact? Thanks. |
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#2 |
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Guest
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RE: Importing Accounts and Contacts using Data Migration Manager
Office Guy,
I am going through the import process of customers (accounts) and contacts. Struggling.. You mention below that "..mapped Account Name to Parent Customer which was imported earlier". Not sure I have the correct import order. Is it accounts then contacts? How do I establish the "link" between Customer name and Contact Parent Customer?? Thanks a lot! Doug dmoir@thecfogroup.com "The Office Guy" wrote: > Hi, > > I imported the following in this order: > > 1. Accounts > 2. Contacts (mapped Account Name to Parent Customer which was imported > earlier) > > Is there a way to identify the contact as a primary contact during Contacts > import so that Account is updated with a primary contact? > > Thanks. |
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