Update Tickets with Associated Company

Smart CRM & Sales Hub CRM
2

Hi @stuartSWAAY,

An associated company would be a relationship/association, not a ticket field. If you want to associated existing tickets and existing companies, you would have to:

  1. Export all tickets
  2. Export all companies
  3. Add a column to each of these files which serves as a key (e.g. tickets 1, 2, 3 have the key A, company 1 also has the key A, upon import tickets 1, 2, 3 will be associated with company 1)
  4. Start an upload with multiple files by mapping the files using this key column

You can find examples of this here: Format import files

Best regards!