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Updating Related Records

Annie Kielian

Hi there. Sorry if this question was asked elsewhere - I searched and didn't come up with anything...


We recently created a new module for a separate division of our company and I'm attempting to transfer the related records to the new module account records.

Any advice on how to best do this on contacts which are relationships (or many to many) and emails (as there is no import function)

Thanks!
Annie

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    Hi Annie,

    You can Export and Import Accounts and Contacts, but Emails are somewhat problematic.  I believe the relationship between the Account and Contact isn't maintained since the ID for the record is unique and the Account Import will create a new ID since it isn't already there.  The folks that are more familiar with the internals will be able to confirm that.  As you know, Emails can be exported, but there isn't an Import function for that module.  Again the relationship may not be maintained.

    The Sugar folks can clone your installation if you're in the on-demand environment and you can do that if you're on-site.  You'll just need to sort out the licensing. 

     FYI: I also have separate "companies" but instead of making new Account and Contact Modules I've kept everything together and keep things separated by using custom fields and Teams (and some roles).  My "Company Code", "Sales Territory Code" Roles and Teams allows the separation.  Yes, I have duplicate Account Names and Contact Names for "shared" accounts and contacts, and the Emails are related to both (or all three) when the email address is the same.

    Best wishes...

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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    Hi Annie,

    You can Export and Import Accounts and Contacts, but Emails are somewhat problematic.  I believe the relationship between the Account and Contact isn't maintained since the ID for the record is unique and the Account Import will create a new ID since it isn't already there.  The folks that are more familiar with the internals will be able to confirm that.  As you know, Emails can be exported, but there isn't an Import function for that module.  Again the relationship may not be maintained.

    The Sugar folks can clone your installation if you're in the on-demand environment and you can do that if you're on-site.  You'll just need to sort out the licensing. 

     FYI: I also have separate "companies" but instead of making new Account and Contact Modules I've kept everything together and keep things separated by using custom fields and Teams (and some roles).  My "Company Code", "Sales Territory Code" Roles and Teams allows the separation.  Yes, I have duplicate Account Names and Contact Names for "shared" accounts and contacts, and the Emails are related to both (or all three) when the email address is the same.

    Best wishes...

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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