Associate Contact With Account

In certain situations you notice that the associated account of a contact is wrong. If you know the proper account you could use manual way to update such contact via GMSS Contact Update Request

The detail steps how to use Contact Update Requests was covered in older post: Upload Update Contacts. Link to template was included in that post too.

To update account association of certain contact it’s enough to provide these mandatory fields:

1. cxd_contact_id => goes in column U
2. company_given => goes in column H
3. fusion_account_id => you need to append that column as last column of a template => column AD

Here is the example we had before update:

EMAIL_DOMAIN CXD_CONTACT_ID ACCOUNT_NAME                        FUSION_ACCOUNT_ID
------------ -------------- ----------------------------------- -----------------
pwc.com           643451067 NORTH YORKSHIRE POLICE FORCE          100000809992929

and after the update:

EMAIL_DOMAIN CXD_CONTACT_ID ACCOUNT_NAME                        FUSION_ACCOUNT_ID
------------ -------------- ----------------------------------- -----------------
pwc.com           643451067 PRICEWATERHOUSECOOPERS LLP            100000809574980

And to get Fusion_Account_Id:

1. Start in ‘Account Based Segmentation’, provide country and search for the company you need the Id for:

2. Since ‘Account Based Segmentation’ does not show ‘Fusion_Account_Id’s move to next tab ‘Contact Segmenation’ and scroll down to Preview List:

Fusion_Account_Id is there. If there are multiple Ids you need to pick the best (looking at domains, or contact level Company Name).