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Import csv, mapping the relationship with companies is not clear

Open StephanieJoly4 opened this issue 6 months ago • 2 comments

Scope & Context

When uploading People with a csv, it was not clear for customers that they needed to map a UUID field to the field named "Company" and not the company name. This is likely bc the company name is displayed under "Company" on a person record page. (not necessarily a need to change the layout but more to provide guidance during the csv upload)

StephanieJoly4 avatar Apr 29 '25 14:04 StephanieJoly4