Importing Client Contacts & CompaniesSOLVE
Dec 4, 2018 11:06 AM
When importing a list of client contacts from excel (where there are multiple contacts per company) I am facing two problems. If I list the Company Name property under 'Company domain name' the error occurs that any Company with spacing ie. 'GH Real Estate' is not imported and comes up as error. If I list the Company Name property as 'Name' the multiple client contacts are listed under seperate client companies despite having the same name. For example, Company 'Bluecrest' has 8 client contacts, all of which become listed under individual seperate Bluecrest client companies, as apposed to all under the same one. As far as I am aware these are the two properties that would best descibe the comany name, so am unsure what to do.
Please advise! Many thanks.
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