I would recommend looking into using the Data Import Manager (DIM) process for Customers as it should update existing customer records and add the new contacts for you without any coding needed. If you want to build a custom solution for this, review stored procedure spARapiCustomerIns as this is what DIM uses when it processes data and the staging tables you need to fill in order to have it properly execute.

I would recommend looking into using the Data Import Manager (DIM) process for Customers as it should update existing customer records and add the new contacts for you without any coding needed. If you want to build a custom solution for this, review stored procedure spARapiCustomerIns as this is what DIM uses when it processes data and the staging tables you need to fill in order to have it properly execute.

Hi Lou,

Your response prompted me to remember the Assisted Company Setup. There is a customer contact import function there.

Thank you!

Hi sabian -- how did you import the contacts using assisted company setup? I only see the new customer level, not contact.

Thank you!

here is a screen shot. hopefully this will help.

after selecting 'customers', click the import button on the right side. then you will get a dialog box where you can select 'cust contact'.