I am a new user and would like to import about 300 vendors as well as the people associated with those vendors as contacts.
I can set up a CSV file to; Vendor Name, Contact Name, Telephone etc.
My question is how can I import them so the contacts are imported to contacts and the company they work for is imported to Vendors?
My first attempt was unsuccessful so I also need a helping hand deleting all the existing records and starting over again.
Thanks in advance for your help.