Related to field not populating when importing notes

Hi all,

I am attempting to import a series of notes from a .csv file from Excel with the intention that the notes will be visable under a series of different accounts. All of the fields are mapping correctly except the 'related to' field.

I've tried mapping the 'related to' field to the unique account name, and the 'related to ID' field to the unique account sugar ID number.

I am using SugarCRM Professional, Version 7.2.1 (Build 1096).

This is the first time I've attempted to import notes. I've imported accounts many times in the past with no issues.

Any help would me much appreciated!

0 Muhammad Shaji Uddin over 10 years ago

try to create one dummy Note with assign a Account
Export that dummy Note (CSV)
Delete that dummy Note from list view.
Import that dummy Note (CSV).

And check if Related To is coming or not
0 Muhammad Shaji Uddin over 10 years ago

"Related To" is not exporting?

if "Related To" is not mapping than check if importable is enabled or not from Admin > Developer Tools > Studio > Notes > Fields > parent_type > Importable
0 Les Papier over 10 years ago

Having the same importing issues with 'related to' fields. The fields are set to Importable.
Using both v4 and v10 REST API methods also fail to set the related fields.
Any clues will be appreciated...