RE: Import Leads and Contacts Simultaneously
Hi, I want to import via CSV a list of leads and contacts simultaneously. I know NetSuite allows you to do this. On the field mapping, you can add fields for multiple contacts. However, if I have multiple contacts for a company, it’s creating duplicate leads/companies, with one contact assigned to each duplicate instead of all contacts consolidated under one lead/company.
Does anyone know how to fix this? It seems nonsensical to allow for the creation of multiple contacts if it causes a bunch of duplicates.
I recommend multiple imports,
Round 1 Companies
Round 2 Contacts for those companies
Alternative is multiple files like @abbott pointed out.