How do I associate employee or team while import?

Updated on August 10, 2016 04:40AM by Admin

While uploading CSV all the contacts will be associated with respective existing employees/teams. At the time of import, you’ve four stages of validation when you proceed for “Reference Data” stage. You’ll be listed with contacts associated with the new employee / team.

Steps to associate contacts with new customers

  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Click on “More”  icon and select “Import” icon located at the app header bar.
  3. Follow steps to upload and map the field.
  4. At the “Reference Data” stage, you’ll be listed with contacts associated with new employees or teams.
  5. Click on “+” icon to create new employee or team.
    Plus Icon
  6. Create new employee, first name and last name would be pre populated and specify an email address.
    Create Employee
  7. Create new team, specify name, description and email address for the team.
    Create Team
  8. Click on “Proceed” button to complete.
  9. All the records will be imported successfully.


You will receive a warning pop up if you enter the same email address for more than one employee/ team.

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