Hello,
I want to know if there is a NO CODE solution to import relationship record in a many to many relationship.
For instance, how to link n existing contacts to an existing opportunity.
Thanks,
Fred
Hello,
I want to know if there is a NO CODE solution to import relationship record in a many to many relationship.
For instance, how to link n existing contacts to an existing opportunity.
Thanks,
Fred
Hi Francesca Shiekh and David Gurr ,
Francesca Shiekh ,I was more looking a way to import several links between multiples opportunities and multiples contacts from a CSV file.
My current option is close to whatDavid Gurr suggested, using a postman collection to do it.
But I was hoping to a workarround inside Sugar (that my customer can use on his own).
Fred
Hi Francesca Shiekh and David Gurr ,
Francesca Shiekh ,I was more looking a way to import several links between multiples opportunities and multiples contacts from a CSV file.
My current option is close to whatDavid Gurr suggested, using a postman collection to do it.
But I was hoping to a workarround inside Sugar (that my customer can use on his own).
Fred
Sorry for misunderstanding the scope.
I don't think there is anything out of the box to import relationships, at least not at this time.
I've done all my imports via one-off custom scripts.
Francesca
Hello,
Regarding the skills available on the customer side, you can explain how to adjust a Make scenario base on a Google Sheet by example and give them the power to be autonomous.
It would be a whole lot more maintainable (and reproducible) to use Make rather than Postman.
Make has a free (forever) plan that's suitable for small workloads. Paid plans start at $9/month.