Import Contacts template
# ask-stanley-ai
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Import Contacts template
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AI generated answer (using internal Slack threads):
Based on the conversations, here are the answers to the 'Import Contacts template' topic: 1. If you're trying to import contacts and you're getting an error like "Invalid customform reference key 33", you need to define the form used for CSV import in advance options. You should select the custom form from the drop-down menu, not in your load file. If the forms aren't showing for you, it might be a bug. 2. To update primary contacts on customers via CSV import, you have to do a customers and contacts together upload. There are SuiteAnswers articles that can guide you through this process. Here are the links: - [Article 1](https://netsuite.custhelp.com/app/answers/detail/a_id/41822/kw/primary%20contact%20csv) - [Article 2](https://netsuite.custhelp.com/app/answers/detail/a_id/93363/kw/primary%20contact%20csv/related/1) The first article is missing the role assignment step, so the second one might be more helpful. 3. If you have a number of contacts that need to be made inactive, you can do that by import. You need to pull the contact internal ID and run a CSV "update" to make them inactive. You can set 'inactive = true' in your CSV file. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830308676
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81338346
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.810055137
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