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Check if the import worked - search for one of the people.
Companies Next
| Note |
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Why do companies after doing contacts? There is a reference field that may link a person to a company - The link is only created if the reference field is the same in the person and |
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the company sheet. This reference number can be anything and may come from your source system |
Drag the company spreadsheet over the company form
Respond to the popup with yes (as above)... The data is now uploaded to the server - but has not yet been imported
Ask the system to do the import (as above)
Check if the import worked - search for one of the companies.
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