How to Set Parent/Child Companies via CSV

Bulk link parent and child companies by updating company records with CSV.

Overview

This guide explains how to bulk set the Parent Company field using CSV import (update).For basic CSV import steps (template download, mapping, etc.), see: How to bulk create or update company records via CSV.

Preparation

Create a Company to Company association for the parent relationship (e.g., "Parent Company" and "Subsidiary").
Make sure both parent and child company records already exist in Sanka.
Record the Company ID (or your unique ID) for both parent and child records.

If you want to create child companies and link them at the same time, create the company records first, then run this update.

Prepare the CSV

Include at least these two columns:

A column that identifies the company to update (e.g., Company ID)
A column that specifies the parent company (e.g., Parent Company)

In the Parent Company column, enter the parent company ID.

Company ID,Parent Company
0001,
0002,0001

0001 (ABC Co., Ltd.) is already registered as the parent
0002 (XYZ Corporation) is already registered as the child -> set parent to 0001

Update via CSV

Open Import from the Company object and select CSV file.
Upload the CSV you created.
In the mapping table, map the CSV Parent Company column to the parent company association you created.
Select Update company records.
Set the Company key property to Company ID (or your unique ID) and run the import.
Open a child company record and confirm the parent company is set.

Operational Tips

Test with a small set of records first.
Parent-child links require both records to exist in advance.
For multi-level hierarchies, set parents top-down to avoid errors.
To remove a link, clear the parent column and test with a small set first (behavior can vary by environment).
For error and history details, see CSV Import/Export Errors.

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