Import Contacts and Automatically Create Associate Companies

At the moment, Contacts and Companies are imported separately. However, you can still successfully create and associate them using the workflows below. This guide covers all possible scenarios: 1. Contacts exist + Companies exist (but not associated) 2. Contacts exist + Companies do not 3. Neither Contacts nor Companies exist 4. Companies exist + Contacts do not * * * ## Frequently Asked Questions Q: Does this feature allow me to import companies directly? No, this feature does not support importing companies as a standalone object. Company records are created and updated automatically only when contacts are created or updated with a Business Name value. Contact imports are used to apply the automation, but companies themselves are not imported directly. Q: Which field is required to trigger company creation and association? The Business Name field on the contact record is required for this automation to work. The column name in the CSV file must match Business Name exactly, as this value is used to create or update company records and associate them with contacts. Other field names or variations will not trigger the automation. Q: Will this automation work for existing contacts? Yes, the automation works for both newly created contacts and existing contacts. When enabled, the system retroactively creates and associates company records for existing contacts that already have a Business Name value. This allows company records to be created without re-importing all contacts. Q: How can I confirm that companies were created and associated successfully? You can verify the results in two ways. First, open a contact record and check the Companies section under Associations to confirm the linked company. Second, navigate to the Companies tab to review the company records created or updated during the import. Seeing company names from the CSV file confirms the automation ran successfully.