I have a question relating to a single Excel file I have with my account and contact information. I have multiple contacts per account. If I understand the zoho import process, I first need to remove all contact information, name, email addres etc, then upload my account details with specific account only info like industry, address etc and a unique account ID will be generated. I then take my contact excel file and associate the account id to them, then I upload the contact detail and it will match up to the account info.
If this is correct how do I insert the account id info into my spreadsheet? Manually? I cannot export the list and load a column into my excel, because my contact file is bigger than my pruned account excel file. I will already be manually deleting my original file of a column of contact info, and extra rows with duplicate account records.
Am I missing something?