How to import/export the info from the 'connected to' detail in the contacts section

Hi Sam,

• To import the information to the ‘Connected to’ detail, you need to create an Excel file with 4 columns. For example:

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When you open System designer - Data import, please choose Realtionship object to import data to:

Then you need to establish the matching between Excel file columns and corresponding data in the system.

After you set up duplicates search rules, please import the data.

• To export this data to the file, please open System designer – Lookups and click on New lookup.

Then create a new lookup based on the Relationship object. 

When you create a lookup, you can export the data to the file.

Best regards, 

Lily