Link Contacts to Companies

Contacts that are not linked to the respective Company after a CSV import, can now be easily linked by a matching Company Name or by any other field(s) in Exelare.

To Link Contacts to Companies,
  1. In Exelare, click on (gear icon, at the top right corner) -> Advanced -> Link Contacts to Companies.



  2. Choose your Conditions like,
  3. Contacts -> CompanyName  =  Companies -> CompanyName







  4. Click on Link
  5. Once the process is completed, click on Close.



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