Scenario
Users must prepare a CSV file with the following details:
- Internal ID of the Contact records to be updated
- Internal ID of the Customer records associated to the Contacts
- intended Role for the contacts
Solution
- Navigate to Setup > Import/Export > Import CSV Records
- Import Type = Relationships
- Record Type = Customers and Contacts Together
- Select the CSV file
- Click Next
- Set Data Handling = Update
- Click Next
-
In the field mapping page, map the following fields:
- Customer Internal ID <=> map to the Internal ID in the Customer Folder
- Contact Internal ID <=> map to Internal ID in the Contact Folder
- Role <=> map to the Attached Role in the Contact Folder
- Click Next
- Click Run