If you wish that People and companies would be related to each other after the import- you should import one file with the People and Companies list in it.
How to prepare the file?
Enter company title and people name in the separate columns:
All the people and company details must be in one row!
How can I add details to company or contacts?
You can choose the way you want to assign details (phone, email, etc.): to the company or to individual contacts (people) within the company. If the details are different or need to be assigned to contact and the company, all you need is to have two columns in your import file (for example, company phone number and contact phone number). Just match your file’s fields to the fields in Teamgate.
My contacts have more than one email or phone number
Additional email addresses and alternate phone numbers should be in separate columns in your source data file. During import, the preview page will allow you to map these imported columns to fields within the application.
The Company has several Contacts within the company
Copy company’s name into as many cells as you have contacts related to that particular company. You do not need to repeat company’s details.
