Hi, @PaulH. The contact-company association is done through the email domain. This help article shows you a setting you'll want to enable, if you haven't already. After enabling, you'll want to reattempt the imports, insuring your companies and contacts have the intended matching domains.
Brad Mampe, Salesforce Analyst, Fidelity I'm probably wrong. I may not be right about that.
Hi, PaulH! There are a number of the automated tools to perform the data import, and Data2CRM is one of them. In this case, you can eliminate the possibility of any issues, as well as save time and efforts. Besides, the service helps you avoid any the interruptions of the business processes and moves the records together with relations between the items.
Hi, @PaulH. The contact-company association is done through the email domain. This help article shows you a setting you'll want to enable, if you haven't already. After enabling, you'll want to reattempt the imports, insuring your companies and contacts have the intended matching domains.
Brad Mampe, Salesforce Analyst, Fidelity I'm probably wrong. I may not be right about that.