<aside> 💡 Multi-Object Imports allow you to Insert, Update, or Upsert Parent and Child records in one job e.g. Accounts & Contacts, Leads & CampaignMembers.

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Select Child Object

On the Upload Page you will see the option ‘Add Related Records’. If you click this, you will be presented with the available Child Objects that you are able to use for the Job.

multi notion.PNG

Map Parent & Child Fields

You will then Map the Parent and Child fields for the Job, using the same logic as a single object import, look at the Mapping article to read more about this.

<aside> 💡 You will not need to define a lookup relationship between the Parent and Child records at this step

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Choose the Unique Parent Field

On the Clean screen, you will then choose the Unique Parent Field. This field is used to make sure duplicate Parent records are not created, as well as the field which will be used to match the Child Objects to their Parent.

Take the CSV file below, which includes Account & Contact Data.

Multi CSV Example.PNG