How to import a CSV file with multiple contacts associated to a single Account/ Company Name?
You can import a CSV file with multiple contacts associated to a single account or company name by adding a column for the Account Name and another column for related contacts in the CSV File.
If you import contacts using only the account or company name, and you don't have an existing account, then an account gets created with only the account name.
If you already have the accounts' information in the file, you can first import the accounts by mapping the fields related to that account and then import contacts by mapping the account name.
This will help you create contacts under the same Account or Company Name.
Related Articles
Import Contacts from a file
Zoho Campaigns allows you to import contacts from other sources into a mailing list. Before you begin importing contacts, make sure that you've created a mailing list to save the data. In this guide, you’ll learn the different ways to import contacts ...
Import from XLS/CSV/JSON/MPP
You can now import MPP/ MPX/ XLS/ JSON/ CSV files into Zoho Projects and start collaborating. Select a project in Projects and choose the Task module. In Classic View, click in the upper-right corner and then choose Import Task. Click Choose File and ...
Import leads from file
Zoho Campaigns allows you to import leads from other sources into a mailing list. Before you begin importing leads, make sure that you've created a mailing list to save the data. In this guide, you’ll learn the different ways to import leads from ...
How can I associate contacts with their respective accounts while importing them through a single import file?
While importing the accounts and contacts using a single file, you can associate your contacts with their respective accounts. Your import file may contain both the contact and account details. Follow these steps to do so: Copy the Account ...
Import contacts from Shopify
Disclaimer: This is the help page for users who have already associated their Shopify store and want to import contacts and send email campaigns. If you’re looking the help page for ecommerce solutions for Shopify, click here. Zoho Campaigns enable ...