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How do I get past, "The "Organization Name" and "Organization Contact Person" fields cannot be specified for an individual"?


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Published by:
Troy Wolbrink
on 20 Dec 2013
8 people found this article useful.

100% of people found this useful
How do I get past, "The "Organization Name" and "Organization Contact Person" fields cannot be specified for an individual"?

When you import contacts, keep in mind that a contact can be an organization or an individual. 

If it's an organization, you can import into

  • Organization Name
  • Organization Contact Person

If it's an individual, you can import into:

  • Title
  • First Name
  • Middle Name
  • Last Name
  • Suffix
  • Spouse Title
  • Spouse First Name
  • Spouse Middle Name
  • Spouse Last Name

You can't import into both the organization name fields and the individual name fields.

 

Recent Comments

By: Bob Mac Leod Posted on 21 Dec 2013 2:57 PM

Note when you are importing contact lists with organizations in the list:

IF you have organizations in your import file, in addition to the Organization Name field (required) and Organization Contact Person (optional), you MUST have this field as well: "Is Organization".

And IF you have "Is Organization", then ALL contacts being imported must have a value in the field. Organizations are "TRUE" and people are "FALSE".

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