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Mass update the Account in a Contact record with Data Import Wizard

Publiceringsdatum: Apr 3, 2026
Beskrivning

Leaving the Account field on the Contact record blank will result in the Contact record being private. Contacts that are not linked to an Account are always private and only the owner of the Contact and administrators (with View/Modify All Data) can view them. Contact sharing rules do not apply to private Contacts.

This can pose problems when Users try to locate these Contact records. You can mass update the Account Name field of your Contact record using Data Import Wizard.

Lösning

Update the Account Name field of your Contact record using Data Import Wizard

In Salesforce Classic
 

  1. Go to Setup | Data Management | Data Import Wizard
  2. Click on Launch Wizard.
  3. Click Accounts and Contacts | Update Existing Records 
  4. Use the following set up:
  • Match Contact by: Email (You can also select Salesforce.com ID)
  • Match Account by: Salesforce.com ID 
  • Update existing Account information: check 
  1. Upload your CSV file.
  2. Map the fields. Make sure that Account ID is mapped to Contact: Account ID.
  3. Click on Start Import.


In Lightning Experience
 

  1. Click the gear icon | Setup | Platform Tools | Integrations | Data Import Wizard
  2. Click on Launch Wizard.
  3. Click on Accounts and Contacts | Update Existing Records
  4. Use the following set up:
  • Match Contact by: Email (You can also select Salesforce.com ID)
  • Match Account by: Salesforce.com ID 
  • Update existing Account information: check 
  1. Upload your CSV file.
  2. Map the fields. Make sure that Account ID is mapped to Contact: Account ID.
  3. Click on Start Import.



Notes:

  • Account ID needs to be on the CSV file to be able to associate the Contact to the correct Account.
  • ​Using Contact Salesforce.com ID is preferable.
Knowledge-artikelnummer

000386081

 
Laddar
Salesforce Help | Article