Hi, we are currently in the middle of the migration process from our current CRM to Insightly. I want to bulk import Opportunities that are linked with the correct contacts.
Can someone please help me with the logistics of the import. Do we have to import contacts first and then opportunities?
If that is the case, how can we get the Record ID from contacts so we do not need to manualy insert all the Record ID's to each specigic opportunity when we bulk import opportunities?
Thank you for all the help.