Creating a CSV file to import leads, contacts, or deals

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3 Comments

  • Adam Witek

    That's correct! I was able to contact support and they did the import for me.

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  • Katie Dougherty
    Zendesk Community Team

    Hi Adam Witek,

    Thank you for reaching out! 

    I see that you already worked with our team on this concern about your account :) For any other users who may be experiencing a similar concern like the one Adam mentioned above, please reach out to our team for clarification and assistance! 

    • Sell has a duplicate management system that Admins control in their settings. 
    • Merge any duplicates you find in your account. 
    • If you are familiar with Sell's API you can reference the ContactID to associate people and company contacts 

    Have a great rest of your day! 

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  • Adam Witek

    In regards to associating Person contacts with Company contacts during import...what if I have multiple companies who all have the same company name? We work with a lot of franchises and that's the case. Shouldn't I be able to match on ContactID so my Person Contacts are correctly associated?

    0

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