To add subsidiaries to customer/vendor records in bulk through CSV import. The subsidiary sublist is not available in the customer record option in import assistant. For that, we can select “Relationships” from Import Type drop-down and select “Customer-Subsidiary Relationship” from the Record Type drop-down.
Map Customer name, subsidiary, and an optional External ID(for the customer-subsidiary record that we are creating now). If one or more subsidiaries need to be added to the same customer record then each subsidiary should be added in the excel import file with the same customer name.
Refer to the following Screenshots
Here adding various subsidiaries to two customer records.
In the same way, we can add subsidiaries to Vendor records also. Make sure to select “Vendor – Subsidiary relationship” from the Record Type dropdown in import assistance.