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Solution home General Rajesh Mehta

CRM contacts import Print

Created by: Rajesh Mehta

Modified on: Wed, 25 Mar, 2020 at 11:23 AM


Issue: Issue is due to the lookup records (Company Name) not found in CRM database.


Solution:


First you need to import the customer. Once the import completed, you need to import the contacts with allow duplicates.


Note: Please check all column properly in both file.


Sample files:


https://gcubeftp.gc-solutions.net/IT/Home/Manuals/Sample/Import_Contacts.xlsx


https://gcubeftp.gc-solutions.net/IT/Home/Manuals/Sample/Import_Customers.xlsx


R
Rajesh is the author of this solution article.

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