Import: How to create a new opportunity and also associate it with a contact, in a single import ste

Hi,

 

Request your help to solve the following requirement.

 

We have a requirement, where we need to create a new opportunity and also need to associate it with a contact in a single import step. Is it possible to do so?

 

When I try to import and create new opportunity records, in the Import wizard for “Opportunity” – Step -3 (Mapping fields), I don’t find any Contact reference fields to associate an Opportunity to a Contact.

I can only find contact reference fields for mapping, when we try to Import a “Opportunity Contact Role”.

So does this mean, we need to –