Bulk Import associations between Contacts and Custom Object

CRM & Sales Account & Settings
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1

Hi, I have a custom object called Events, and I want to use the bulk import feature to associate Contacts to these events.

The issue: associations are not being imported at all. Contacts and Events get properly updated, but associations are not there. My end result would be to have all contacts associated to that event.

- I have already created an association label between Events and Contacts

- Event Name is the “primary key” of the Event Object

- I have chosen to import “one file with multiple objects” My import file is an excel with three columns:

  1. Event Name
  2. Association
  3. e-mail

- I’m mapping as per my picture below:

471×281 34 KB

Any thoughts as to where I’m failing? Do I need to include an ID?

2

Hi @AEtman,

My recommendation is to download your Custom Object events, get the Record ID (as you mentioned), and use that for association. You can still use the email address on the contact side.

Josh

3

Hey @AEtman

have you check out this “brand new” guideline about this?

Hope this helps

4

Thanks Josh, adding the RecordID for Events in the import file solved it!

Do you know why are IDs still needed even if I’m using both records’ Unique Identifier fields?