I want to be able to import an excel file of Campaign Responses and to associate these with either a Lead or a Contact that will already exist in the CRM. I have tried using the Import template and adding the email address of the lead or contact to the Customer field, but this is not recognised.
I can't use the Contact or Lead's name as there may be multiple customers in the system with the same name, in which case this will also error.
I also tried just adding the email address into the 'Email' field on the template and uploading, this imported but didn't associate the Campaign Response with the existing Contact.
Is there a way/format I can use to get it to recognise that the Campaign Repsonse is associated with an existing contact or lead?