How to Create a Master Table from Multiple Fields in the Same Row

Many CRMs that we have used in the past export all data in one row. The issue is we want to take that data that is in the same row and create multiple entries in a new table.

Here is an example:

Primary Contact, Primary Contact Phone, Relationship, Secondary Contact, Secondary Contact Phone

John Doe, 847-555-5555, Spouse, Jane Doe, 708-555-5555

Each one of these is a column header and I would like to be able to easily import them as one line and then have them also available in a new table which separates the contacts.

The goal is to end up with a Gallery view so I can see different Cards for Both John & Jane Doe with each of their appropriate contact information and see that the other person is linked to them. I need some level of automation here as I am importing 1000s of records and not all data will have two people associated with it.