Scenario
User wants to update the Role of several Customer Contact into Primary Contact.
Solution
1. Create and prepare a CSV File using the minimum columns below:
|
Customer |
Contact |
|
Put the Internal ID of the Customer |
Put the Internal ID of the Contact |
2. Perform the Import by going to Setup > Import/Export > Import CSV Records
3. On the Import Assistant page, follow steps below:
Step 1 : Scan & Upload CSV File
- Import Type : Select Relationships
- Record Type : Select Customers and Contacts Together
- CSV File(s) : Select One File to Upload
- Select : Upload the CSV File
- Click Next
Step 2: Import Options
- Data Handling : Select Update
- Click Next
Step 3: File Mapping
Note: This step will be skipped and be redirected immediately to Step 4.
Step 4: Field Mapping
Customer <===========> customer : Internal ID
Contact <===========> customer Contact 1 : Internal ID
*Primary Contact <===========> customer Contact 1 : Attached Role
*Note: Drag the field customer Contact 1 : Attached Role first into the mapping and then click the pencil icon on the left part of the column. Select Provide Default Value and from the dropdown list, choose Primary Contact then click Done.
Click Next
Step 5: Save mapping & Start Import
4. Provide an Import Map Name
5.Click Save & Run