Can't import Accounts and Vendor Name not appearing in Contacts
Hello there
I'm having a few teething problems - help please?
1) I imported a csv file of 30 or so contacts but the 'Vendor Name' doesn't appear in the individual contacts. Although it is a column in the main Contacts list page.
2) I imported a csv file of Accounts. (Thought that might have been the issue). But they are not importing - getting Skipped'. The error message is 'No matching record found. - Account Name.' I clearly have filed in the 'Account Name' column in the csv.
I can only manually create individual Vendor Name's in an individual Contact file. Then I have to go though and individually
Associate each contact with the Vendor.
Not sure if Zoho is the best bet if I cannot manage this basic function of data importation for a few contacts...
Many tanks
Wendy
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