How to import multiple contacts against a single l...
# ask-stanley-ai
a
How to import multiple contacts against a single lead in a lead-contact template and can you do that across multiple lines where the company name is the same but the contact name changes?
c
AI generated answer (using internal Slack threads):
To import multiple contacts against a single lead in a lead-contact template, you would need to perform the operation in two steps. First, import the lead records without the contacts. This is necessary because NetSuite requires the lead record to exist before you can associate a contact with it. After the lead records have been imported, you can then import the contacts. In your CSV file for importing contacts, you would have a column for the lead (company) name and a column for the contact name. Each row would represent a unique contact, so if a lead has multiple contacts, it would appear on multiple rows in the CSV file. The lead name would be the same on each of these rows, but the contact name would change. Here's a simplified example of what the CSV file might look like:
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Company,Contact
Lead 1,Contact 1
Lead 1,Contact 2
Lead 2,Contact 3
Lead 2,Contact 4
In this example, "Lead 1" has two contacts ("Contact 1" and "Contact 2"), and "Lead 2" also has two contacts ("Contact 3" and "Contact 4"). When you import this CSV file, NetSuite will create a new contact record for each row and associate it with the corresponding lead. ****** 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: 0.853942871
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836303711
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831848204
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