Importing - associations
Importing - associations
Hi
I'm trying to import a product database in Zoho. This database consists of individual accounts and other financial products which are uniquely associated with clients. For example:
client 1 bought mortgage 123452 and has account 345678
Is it possible to associate the products during the import with a client ID? Otherwise I have to associate the products individually to clients after importing the products.
So for example (we do financial planning)
Thanks in advance
Regards Bram