Hello!
I want to create leads using Excel import and I’m required to update the Lead information with the contact information if Contact is given for the lead. Also, I’m using the import scenario provided by the standard. But the scenario does not pick the Contact ID and auto fill the information, instead it requires all the fields to be entered using the excel.
Is there any way that I can update information of contact in the lead using the excel?
Thank You!
Best answer by Ankita Tayana
Hi
Please try using the attached import scenario from the Sales Demo instance.
I believe it should import the contact data from your Excel file only. Other fields related to Business Accounts and additional information will be updated based on the Contact ID.
You can replace all the Source Field /Value in the scenario with the corresponding columns from your Excel file.
Hope this helps!
Hi
Please try using the attached import scenario from the Sales Demo instance.
I believe it should import the contact data from your Excel file only. Other fields related to Business Accounts and additional information will be updated based on the Contact ID.
You can replace all the Source Field /Value in the scenario with the corresponding columns from your Excel file.
Hope this helps!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
