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Link Business to Business during Import
When importing Business Contacts, you can now link them directly to other Business Contacts as part of the import process. Simply include the related contact's name in the new Business column — no manual linking required after the fact. This improves data structure from the outset and is particularly valuable when working with larger datasets.
When importing Individual Contacts, Business links can now also be established by Reference, in addition to the existing Name-based matching. Reference matching reduces the risk of incorrect links caused by typos or duplicate Business names, making imports more reliable and accurate.