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Connect contacts with accounts with a CSV import
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== Step-by-Step Instructions == To successfully connect contacts with accounts during a CSV import, follow the step-by-step instructions outlined below: === Step 1: Prepare your CSV File === 1. Begin by adding an '''Account''' column to your CSV file. Ensure that the account names in your file exactly match the existing accounts in ActiveCampaign to avoid the creation of duplicate records. 2. Your import file must also include an email address column. === Step 2: Initiate the Contact Import === 1. Follow the steps provided in the “Import contacts from a CSV file” article to start importing your contacts. === Step 3: Map Fields === 1. During the field mapping stage of the import process, make sure to map the '''Account''' column in your file to the corresponding '''Account''' field on the import page. === Step 4: Enable Update Option === 1. In the '''Import options''' section of the contact import page, check the '''Update existing contacts while importing''' checkbox. This step is crucial as it will ensure that any existing contacts will be updated with the relevant account information during the import process. === Step 5: Complete the Import === 1. Finally, click the '''Import Now''' button to begin the import process. Once the import is complete, you can manually add field values to any new account records that were created during the process. === Additional Note === If your import file includes multiple new accounts with various field values, it is advisable to import your accounts first before connecting contacts. You can learn how to import accounts by following the instructions in the "How to import Accounts from a CSV file" article.
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