Contact Role Update in Bulk

This can be achieved through CSV import. Need to prepare a CSV file with the following details:

  1. Internal ID of the Contact records to be updated
  2. Internal ID of the Customer records associated with the Contacts
  3. intended Role for the contacts

Then import can be performed as

  1. Navigate to Setup > Import/Export > Import CSV Records
  2. Import Type = Relationships
  3. Record Type = Customers and Contacts Together
  4. Select the CSV file
  5. Click Next
  6. Set Data Handling = Update
  7. Click Next
  8. In the field mapping page, map the following fields:
    1. Customer Internal ID <=> map to the Internal ID in the Customer Folder
    2. Contact Internal ID <=> map to Internal ID in the Contact Folder
    3. Role <=> map to the Attached Role in the Contact Folder
  9. Click Next
  10. Click Run

Note:

Initially, update the same in one or two records for testing and confirm that it works as expected without any other impacts.
If the testing went well, then we can perform import on the remaining record. This is a good practice while doing an import process

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