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Forum to discuss general SalesLogix import and data migration topics. View the code of conduct for posting guidelines.
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Import Account/Contact Problem
Posted: 12 Nov 08 4:48 PM
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I'm trying to import an account and related contact from a CSV file using the Import Wizard. It's a very simple sheet, mainly company name, first name, last name, email, phone number.
However, I cannot seem to link the account and contact together. When I try to import, I get the accounts, and I get the contacts, but the account is not linked to the contact.
This is the first time I've tried using the Import Wizard, so I'm probably missing something obvious. Any help on how to connect the two would be greatly appreciated. |
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Re: Import Account/Contact Problem
Posted: 13 Nov 08 1:08 AM
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When you get to the "Table Mapping" page of the Import Wizard, in the left pane, under "Import Tables," do you see one entry or two?
It sounds like you might be seeing two, but you only want one. That same CSV file/table should be mapped to ACCOUNT in the right pane, and also to CONTACT subnode within the ACCOUNT table's (root) node.
Also, when you get to the Field Mapping page for CONTACT, be sure you didn't map anything to CONTACTID or ACCOUNTID. (It's much less likely that you did that, though!) |
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Re: Import Account/Contact Problem
Posted: 13 Nov 08 10:44 AM
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I'm only seeing one entry in the left pane. In the right pane, my hierarchy goes (Operators is the name of my datasource):
ACCOUNT
-Table Maps
--Operators
-ADDRESS
--Table Maps
---Operators
-CONTACT
--Table Maps
---Operators
What's weird is that the address is linking properly to the account, but not the contact. |
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Re: Import Account/Contact Problem
Posted: 13 Nov 08 11:52 AM
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OK, that *is* weird - unless it's just a matter of your forgetting to map the Account (company) name to the ACCOUNT field in CONTACT? If you don't do that, the SLX Contact Detail form won't display anything in the "Account" LinkEdit control, even if the ID is stored correctly. (Sorry, I should have thought of that in the first place!)
In other words, you might use a SQL Query tool of some sort - or maybe the Integrity Checker - to verify that ACCOUNTID's are stored in the CONTACT table and that the ACCOUNT fields are filled in too. |
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Re: Import Account/Contact Problem
Posted: 13 Nov 08 12:21 PM
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Originally posted by John H. Hedges
OK, that *is* weird - unless it's just a matter of your forgetting to map the Account (company) name to the ACCOUNT field in CONTACT? If you don't do that, the SLX Contact Detail form won't display anything in the "Account" LinkEdit control, even if the ID is stored correctly. (Sorry, I should have thought of that in the first place!)
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Well, I have the company name mapped to the ACCOUNT field in CONTACT. However, when I preview the import, the ACCOUNT field is set to "Last Name, First Name" for each contact.
It's like it is ignoring the account being imported in the same row, and instead creating a new account for each contact. |
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Re: Import Account/Contact Problem
Posted: 26 Nov 08 4:53 PM
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Rohan,
I had a similar problem last time I did an import. I may have been doing something wrong to experience this but it seemed that unless I had a address for each of contacts they weren't showing up against the Account. Also, if I didn't have an address on the account then this wasn't showing up in list views
Sorry if this isn't relevant to you situation
Carl |
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