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How to Import Contacts AND Relationships to Company Records

New Member
Posts: 6
Country: USA

How to Import Contacts AND Relationships to Company Records

Hi. I am trying to import contacts i.e "John Doe" and have the database automatically realte that contact to the company he belongs to i.e. "ABC Corporateion." The companies already exist in the database, I just need to automatically relate the contacts to the companies when importing. How do  I accomplish this?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: How to Import Contacts AND Relationships to Company Records

Hello Daniel,
Unfortunately this can't be done for an import. Company linking is usually done manually. However, there is an add-on that will allow you to do this for multiple companies and contacts once they are in the database: http://sagepss.com/Solution.aspx?SolutionID=2712&sr=q=company+wizard&p=1&v=134%2c145

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.