Details about this thread
  • State Not Answered
  • Replies 2 replies
  • Subscribers 313 subscribers
  • Views 180 views
  • Users 0 members are here
Related content from around SugarClub

Importing

haritha raghavan

Hi All, 

I've been trying to import data to a custom module created. The field I am trying to import in that module is a Relate data type for the field Account name. 

To add this its asking me to add the Relate ID. 

I've tried adding the Account ID, and it still just is blank?

Is there something I am doing wrong? I've attached a pic of the import file. I manually add the account names just to check if I am adding the correct IDs and got these examples as a part of the import file

Any help would be appreciated 

Parents
  • 0

    For a related field to Accounts (e.g. BusinessPartner) the field "... (related Account ID)" is the correct field to add the ID of the related Account.

    I tried this in a test environment and it worked fine.

    Do not import the Account name.
    Make sure you use the option "Create new records and update existing records" in the first import step.
    Perhaps there is a blank at the end of the id, remove that.
    And check whether there had been some import errors during the import process.

Reply
  • 0

    For a related field to Accounts (e.g. BusinessPartner) the field "... (related Account ID)" is the correct field to add the ID of the related Account.

    I tried this in a test environment and it worked fine.

    Do not import the Account name.
    Make sure you use the option "Create new records and update existing records" in the first import step.
    Perhaps there is a blank at the end of the id, remove that.
    And check whether there had been some import errors during the import process.

Children
No Data