Hello
My customer organizes several events during the year. The participants can register them via web form on the event-website. Unfortunately, I can only get an csv file with the columns name, surname, fullname, email, address etc.
I now want to import this data into CRM. My vision is:
- Creating a new entity "Registrations", where I import the csv
- Every column will be imported in a text field
- With the fullname, CRM should try to match them to existing contacts.
- If CRM finds multiple matchs, it should import the record anyway. A User can then make the match manually with the additional data in the imported text fields.
How can I achieve the import, even when the contact cannot be resolved?
thx
Raffi