Discussions
Some good ole circular logic with Customers and Contacts
Okay, so I was looking at the csv templates today because I need to upload some customers and their contacts. For contacts it seems like for me to attach it to a customer account the customer to be created and for the customer there needs to be a contact created to link them.
So, would it be safe to assume that we can upload a contact without a customer and when we attach the contact that we just created to the "Primary Contact" field in the customer import, the two will be connected? Or if we were to create customer with primary contacts and then uploaded contacts with the company set it will make the link? Some clarification would be awesome!