Let's say you need to import two new files: Contacts and Companies, and they should be linked together in the CRM. You can accomplish this by following these steps:
Make sure your Contacts file has a text field "Related Companies" with the exact company names that will match the record names in the Companies folder.
⚠️ If you need to import several related records (in our case, Companies), list them separated by a semicolon. [;]
Prepare the Companies file accordingly.
Then you need to download the files in CSV format, and you can proceed with importing.
First, we will import the Contacts file. Select the option to import data from the CSV file.
Pay close attention to the mapping stage, our Related Companies field should correspond to the Related Companies field in the CRM.
If you don't have related records field, you can easily create it by going to Settings > Folder and Field Management > select the folder (in our case, the Contacts folder) > click on 'Add Field' > select 'Related Records' field and save it.
Once you've imported your Contacts file, the next step is to import your Companies file. After completing both imports, you’ll have two folders - Contacts and Companies - perfectly linked to each other.
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