Reply To: CSV import to businesses only

02/03/2014 at 11:26 pm #279078
Steven Zahm
Keymaster

@ Larry

Here are the rules that the CSV Import uses…

If you have first/last name in the CSV file and they are mapped to their respective fields and those fields are not empty in the CSV, it will be imported as an Individual.

If you have first/last name in the CSV file and they are mapped to their respective fields and those fields are empty in the CSV, it will be imported as an Organization if there is an organization field in the CSV file and it is not empty and it is mapped to its respective field.

If you do not have first/last name in the CSV file, it will be imported as an Organization if there is an organization field in the CSV file and it is not empty and it is mapped to its respective field.

You could also skip the auto logic and add an Entry Type column to the CSV and set it to be organization on every row. You will lose anything in the CSV file in the first/last name columns if you have those set because an organization can not have a first/last name. You should map to the contact first/last name instead.

Hope that helps.