To Add Contacts to Vendor records through CSV Import. Step 1 : Create a CSV file with the following information: External ID Contact Name Vendor ( internal ID) Contact Email Contact Phone Step 2: Import the file by: Go to Setup > Import/Export > Import CSV Records For Scan & Upload CSV File: Import Type = Relationships Record Type = Contacts Only Click… Continue reading Add Contacts for Vendor Records
Tag: Vendor Contacts
Import Contacts to Vendor Records
Prepare import file with the following fields – External ID, Contact Name, Vendor(Name or Internal ID can be used), any other contact fields like phone, email, subsidiary, etc. 2. In the import assistant, Import Type = Relationships Record Type = Contacts Only 3. select Data handling – ADD 4. Map the fields to the corresponding… Continue reading Import Contacts to Vendor Records