auto link the Contact/Account to Lead uploaded through Data import

Hi Community,

Will it be possible to auto link the Contact/Account to Lead uploaded through Data import option. The unique ID of Contact /Account ID shall be used in bulk upload file for linking the contact/account.

 

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Hello Suman,

 

Unfortunately, are no such basic tools for imported records/

 

The only way to achieve your business task is to create a new business process with a start signal with an event that should trigger the signal (Record added / Record modified).

Please note you should enable this business process before the import and disable it after.

 

Best regards,

Bogdan

Hello Boddan,

 

Thank you for your response. 

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