Import Contacts with Organizations Linked
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Hello,
I need help uploading a large list of contacts with a preset organization.
I have an Excel spreadsheet with several hundred contacts, each of which has an organization assigned to it in that spreadsheet (there are about 10 orgs).
When I import the contacts, the organization does not link. It just says “Not Set”.
So, I deleted all contacts and created each of the organizations by hand (using exact same org name as what’s in the spreadsheet). Then I re-uploaded the contacts hoping they’d automatically link to the organizations, but they did not. They still just say “Not Set”. What am I doing wrong?
Thanks, Jason
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