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Patrick Bulacz
Importing Person Accounts
Hi all,
Just wondering if I can use the Excel Connector for an EE Instance to import Person Accounts.
Or otherwise how does one go about importing Person Accounts? Is it a matter of importing accounts and contacts seperately and then 'flicking the record type switch' ?
I have a brand new instance with all contacts needing to be entered in as person accounts.
Any help would be great. Thanks
Just wondering if I can use the Excel Connector for an EE Instance to import Person Accounts.
Or otherwise how does one go about importing Person Accounts? Is it a matter of importing accounts and contacts seperately and then 'flicking the record type switch' ?
I have a brand new instance with all contacts needing to be entered in as person accounts.
Any help would be great. Thanks