Import Customers & Vendors (via other relationships)


Is there a way to create vendors and customers that are linked as other relationships in an automated way (script, mass update, csv) other than having to do it manually?



Beginner Asked on January 6, 2020 in How To's.

Ma, could you elaborate more on “linked as other relationships”? What is the broader process you are trying to complete?  Knowing that would help in answering your question.

on January 6, 2020.

Hello Brad,

We have company that are both Customers & Vendors of ours. Therefore, we would like to upload companies in bulk, as vendor & customer at the same time. Except doing it manually from one of the two records, I haven’t been able to find a better way



on January 7, 2020.
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