Is there a way to update primary contacts on custo...
# generalt
Terry
10/14/2021, 10:10 PMIs there a way to update primary contacts on customers via csv import?
k
KevinJ of Kansas
10/14/2021, 10:28 PMYes - you have to do a customers and contacts together upload to do it.
KevinJ of Kansas
10/14/2021, 10:28 PMI'm about 70% sure there's a suite answers article on it
KevinJ of Kansas
10/14/2021, 10:29 PMKevinJ of Kansas
10/14/2021, 10:29 PMKevinJ of Kansas
10/14/2021, 10:29 PMI think that 2nd one is actually what I've done before.
KevinJ of Kansas
10/14/2021, 10:30 PMFirst one is missing the role assignment step
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Terry
10/14/2021, 10:32 PMAwesome thanks!
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