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How to import "associated contacts" for Deals

Answered
image avatar

Mike Englebrecht

Posted Aug 04, 2021

Hello-

We are attempting to import DEAL data and have run into a problem - how do we import/associate the "Associated Contacts" for a given DEAL?  We are using the built-in "import" function, and importing from an Excel spreadsheet.  Any input would be appreciated!

Thanks!

Mike

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3 comments

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    Kaja

    Hi Mike,
    Thanks for a great question! We are preparing an article on this. Meanwhile, I will send you an email with some instructions.

    Warm Regards

    Kaja Błachowicz | Zendesk Sell | Technical Support Engineer Visit our Support Center

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    Jim Bates

    I am actually wanting to do the same thing. When I pull a smartlist I woud like to add Associated Contacts as a filter but cannot since it is not an option. 

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    Ahn Letran

    Zendesk Customer Care

    Hello, Jim,

    Thanks for the feedback! As mentioned above, our technical support engineers are working on an article on this request. Release notes will be uploaded as soon as its up and running.

    Thanks!

    Ahn L. | Customer Support Advocate

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