I will export my company list, delete the companies I don’t want to update (leaving the column headings/field names intact), make my updates, then do the import. The process seems to have a hard time figuring out what fields map with what fields (see attached), even though I haven’t changed the field names or even the order of the columns. I change all the Any dropdowns to the correct field name (again it matches perfectly with what it’s called on the left side) so I can import and ensure the right data goes to the right fields. Why is that?
Hi
Greetings from Freshworks community!
I understand that you are trying to export company details > Edit it > Import it to make changes to the company details.
Whenever you import a file, the UI would ask you to map the right columns as shown here:
Here, you would have to select the columns appropriately to make sure the details are updated as expected. In the above screenshot, I tried to map the company field value Health score to the column Health score and you should be doing it for other company fields a well.
Let me know if you face any issues here and we’d be glad to help.
Cheers!
Sudharshan TR
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