Company and Person Imports

Both the company and person imports provide simplified imports for the linked entities Address, Phone & Email.

The connector queries each of the defined types for Address, Phone & Email and displays each of the field for each type in line with Company or Person record, thereby removing the need for complicated hierarchical structures for those entities.

The below screenshot shows the field listing for the different types of Phone numbers.

The company import extends this further by providing the means to update the company’s default person record with all the person linked entities.