Here’s how it works: Let’s say you have a list of contacts, and you want to relate them to the companies they belong to. When you create a .CSV file to import your contacts, you’ll add a column for “Company Name” and match that company name column to the Ontraport field “Company > Name.” After the upload, not only will your contacts be created, but their record will be tied to the company they belong to — no more manually setting relationships.
Note: Custom objects are available to Ontraport Pro accounts and above. Pre-built custom objects such as Deals and Companies are available to Ontraport Plus accounts and above.
Kristen holds a degree in Communication and Liberal Arts from the University of California, Santa Barbara. With five years working as a writing tutor at SBCC and experience as an Ontraport support rep, Kristen now uses both her writing and software expertise in the role of Content Engagement Coordinator. Outside of her time at Ontraport, she is also involved in a variety of creative writing projects.
