+ Start a Discussion

import Accounts and contacts

I want to import contacts for a particular account through excel file, but in GUI it is given that import Accounts and contacts. How to do import only contacts for particular account ? can u please say me.....
Hi Clay, The import accounts and contacts (import wizard) is the tool that can be used to import contacts or accounts or both. In order to import only contacts all you need to do is map only the contact fields in the wizard plus map only the account name so that all contacts get associated to that account(s). The below youtube video should be helpful on how to import Contacts and associate them to accounts.