Importing Contacts to Existing Customer Records

 To import new contacts to existing customer records, please follow those steps:

1. Navigate to Setup > Import/Export > Import CSV Records.
2. Select Relationships in the Import Type field.
3. Select Customer and Contacts Together in the Record Type field.
4. Select CSV file then click Open.
5. Click Next.
6. Select Add/Update for Data Handling.
7. Click Next.
8. In the Field Mapping section, map the following fields:
• Internal ID = Internal ID (Internal ID of Customer)
• First Name = Contact 1: First Name
• Last Name = Contact 1: Last Name
• Email = Contact 1: Email
• Phone Number = Contact 1: Office Phone
• Primary Contact =  Contact 1: Attached Role
9. Click Next.
10. Provide Import Map Name.
11. Click Save & Run.