Linking records on import
Import contacts already attached to their accounts and opportunities already assigned to owners, by writing names that Syncek can find.
A Syncek import can link each row to records and people already in the workspace: a contact to the account it works at, an opportunity to the member who owns it, a record to a team. You write a name in the cell, Syncek looks it up while the import runs, and a name it cannot find leaves that field empty. What a row names has to exist before the import that names it.
Bring in what is being pointed at first
A link can only reach a record that exists. Import Accounts before Contacts, and both before the Opportunities that name them.
What to write in the cell
For a User field such as Owner, write the member's full name. For a Team field, write the team's name.
For a Reference or Relationship field, such as a contact's account, write the name of the linked record as it appears in Syncek. Syncek ignores capital letters, but the spelling has to match.
In a Relationship column, when no name matches exactly, Syncek links the one
record whose name contains what you wrote, if there is only one. Acme links to Acme Holdings when that is the
only account with Acme in its name.
Fix names before the import runs
In Review values, open a User, Team or Reference column. Names Syncek matched are marked Automatically mapped, and the rest Needs review, email addresses and partial names included. Pick the right member, team or record for each one: Skip & continue leaves those fields empty.
A Relationship column, such as a contact's account, has no picker there, and its names are listed under Automatically mapped without being checked. They have to be right in the file.
When a name is still not found
The row is imported with that field left empty. The counts on Imports do not flag it, so open a few imported records and check their links before you import the next file.