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Unable to Link Imports

Hi,

 

I have two cvs files.  One with organization names (single word) and another with contacts with a column of organization names that match the first sheet.

I'd like to import the relationship between organizations and contacts.  There seems to be a linked ORGANIZATION_ID field, but there doesn't seem to be a way to import to it.

How can I link the data from these csv files?

Thanks!
Ray

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  • Hello Ray, 

    Good news, you do not need to utilize the Organization_ID field. Simply start by uploading all of the organizations. Next import the contacts, you will see the option to map your Organizations to the linked Organization on the contact record. As long as the names match exactly, they will automatically link. 

    Hope that helps!

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