we are new to monday.com and I hope someone out there could help us with tips on setting up everything.
I have imported our accounts (companies, clients) to Monday.com and now I want to import all the contacts we have. These should be linked to the accounts (we are migrating the accounts and contacts from an offline CRM to monday.com).
The import works, but I cannot get the contacts automatically linked to the accounts. When importing, the field with the name of the account cannot be linked to the target field of the accounts.
Any ideas on how to solve this problem? Using a CRM only makes sense if we dont have to invest time to manually link every contact to an existing account (again).