1. Understanding Import and Export Management for Sales and Fusion Service
  2. Example of Adding or Updating Primary Contact

Example of Adding or Updating Primary Contact

You can add or update the primary contact of an account using import management. Before adding or updating the primary account, ensure that the contact exists.

Select a Unique Identifier for Your Records

All records must be unique in the application. You can add or update a primary contact by submitting any one or more of the unique identifiers.

List of Account Identifiers:

  • PartyId

  • PartyNumber

  • SourceSystem and SourceSystemReferenceValue

List of Contact Identifiers:

  • PrimaryContactPartyId

  • PrimaryContactPartyNumber

  • PrimaryContactSourceSystem and PrimaryContactSourceSystemReferenceValue

To add or update the primary contact of an account, you must create a source file (CSV) and import it using import management. Below table lists the attributes using Party ID and Primary Contact Party ID as identifier:

Attribute Name

Value

PartyId

300100545540269

PrimaryContactPartyId

300100545059765

Create the Import Activity

After you have the CSV file ready, create an import activity to import the account information. To create an import activity:

  1. Go to Navigator > Tools > Import Management > Import Queue.

  2. Click Create Import Activity in the Manage Imports page.

  3. In the Enter Import Options page, provide a name for the import activity, and select Account from the Object drop-down list.

  4. Select the CSV file in the File Name field, and click Next.

  5. You would see that the source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.

  6. Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.

  7. Review the import details on the Review and Submit page, and click Submit when you're ready.

Review the Import Results

Check if your import succeeded on the Manage Imports page. This page shows the status of all active, completed, and unsuccessful imports. To check the status of the import activity:

  1. Go to Navigator > Tools > Import Management > Import Queue.

  2. Click All Imports and search for the import activity that you created earlier.

  3. Check the Status column for the import activity. The import is successful if the status displays as Completed. You can drill down on the import activity to go to the Import Status page which provides the status details of the import activity.

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