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Create contacts for a customer profile

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I have successfully created customers in CI. I have imported few contacts using power query . What can i do to get the related contact records to show up in the customer profile.

  • Suggested answer
    KK-365 Profile Picture
    KK-365 1,010 on at
    RE: Create contacts for a customer profile

    Check your relationship between customer and Visitors.  It should be 1:N not the other wise.

    If possible share the screenshot.

  • BrillioCI Profile Picture
    BrillioCI 25 on at
    RE: Create contacts for a customer profile

    Hi TimoDutch,

    Thank you for the response. I have completed the unification process.

    My example - I have one data source for customer and 2nd data source for visitor. We have N visitors for 1 customer. After the unification, iam able to see only one visitor details in the customer profile . But i want to see all the related visitors in the customer profile under a respective tab which i could not achieve after unification.

    Any thoughts on this scenario?

  • Suggested answer
    TimoDutch Profile Picture
    TimoDutch 30 on at
    RE: Create contacts for a customer profile

    You have to finish the unification process and search and filter options, for Customer Profiles to show up. Within these steps you'll select the entities and attributes you want to show on your Customer Profile. Note that only string values will be searchable in the customer profile.

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