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We have been given rather dirty data by a client where we need to set a primary contact but also related contact for multiple Accounts.
Elliot is the primary contact on multiple accounts but there is also Shelly who is a related contact on Account 1 and account 2 (seen as separate line entries on the data sheet), how do I set both Primary contact and related contact(s) on an account when doing a data import
The OOB Data import is good for simple single entity imports and quite primitive in its offering. What you are looking for is the ability to set many to many relations between accounts and contacts. I would advise looking at alternate sophisticated data import tools like SSIS Toolkit from KingswaySoft to assist with this.
Hope this helps!
Take a look at this blog on importing related data.
1) Primary contact is a lookup field on Account Entity AND 2) Company Name (default name) is the field name of Account in Contact Entity.
As mentioned in the blog, you need to import both the Account shet & Contact sheet together as zip while mapping the relevant field i.e. primary contact for Account & Company Name for Contacts.
Give it a try for few records and see if that works.
Hope it helps.
This is bit tricky but can be done using Out of the box import functionality.
For primary contact of account you can set the primary contact column for accounts data sheet.
For Related contacts please set the Company(account lookup) in contact data.
You can following approach shared by Ravi Kashyap for import with zip file, but in additional to that if the data is too messy and duplicated records are there, it's better to generate unique numbers like "contact-1", "Contact-2" etc. and import. This give more accuracy and this unique number genartion can be done from excel itself.
Hope this helps.
Please Mark as verified, if this was helpful.
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