Import Accounts and Contacts

💬 General Discussion
1

I have a CSV File of a contact database. One field, NAME is the Account name and I’d like to import into the Account table. It includes company data. I have the same contact database with a few contacts for the NAME in Account. This a one to many type of set up I think. Many records with the same NAME but different contacts.

Is there a way to import Accounts and then automatically link or find the correct Contact when I import Contacts?

The field names for both are:
BUILDING_CD DIOCD Contact Name NAME INSTITUTION Address CITY STATE ZIP Phone Cell Email Website etc…

Thank you in advance.
Vince

2

I think (but I am not sure) this procedure should work:

  1. Import all the Accounts

  2. Import all Contacts, including a field with the exact Account Name, which you map to the field “Account name” in the wizard

This should import the Contacts and create the relationship link with the correct accounts.

If not, you can try using account ids (with some VLOOKUP work in Excel). if all else fails, you can go for PHP-based imports where you have full control of everything.

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