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Ron Barnett

Just as the title says.  Imported contacts and they all defaulted to Businesses and I would like a work around to avoid manually changing each one.


I noticed a similar post for applying a company name/tag across multiple contacts by using developer mode in List View and hope there is a similar work around.


Thanks for your help.

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Yaroslav Lyusikov
Jawaban Terbai

Hi;

Follow the next steps:

1. Export contacts for which you need to change the type.


Check the "I want to update data (import-compatible export)" checkbox

And select only the "Company Type" field


2. In the generated file, set all company_type to “Company”, save the changes


3. Import the file back into the system



Hope this is helpful

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Ron Barnett
Penulis Jawaban Terbai

Thank you for your detailed and timely reply.


This was very close to exactly what I needed.  I followed your instructions, except when it came to "company_type" I selected "is_company" instead and replaced all instances of TRUE with FALSE.  Worked like a charm.  I apologize if my meaning wasn't clear, but I find your method to be much more user friendly.  Thanks again!

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Britt Vanderaerden
Jawaban Terbai

@Yaroslav: I tried this method but ended up with all double contacts. How do I avoid this from happening? I can't seem to undo the import so now I've got all my contacts existing as an Individual ànd as a company. Merging only seems to work manually? 

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