I’m working on importing Customers, Contacts and Addresses, but I have one major hurdle I haven’t been able to figure out: how to corelate the three together.
Here’s my current methodology:
- This way I can attach Contacts and Addresses to existing Customers
- My idea was to use the
IDcolumn in the import template to assign IDs. If I know the IDs during import, I can use them later as link names when linking Contacts and Addresses.
Import Contacts and Addresses
- I don’t think the order matters.
- Again, my idea was to use the
IDcolumn from the Customers as the Link Name under the reference section.
This plan revolved around being able to assign IDs to customers. However, after importing customers, I can see that the system appears to have ignored the IDs I generated and assigned it’s own IDs to my Customers. When I try to import Customers and Addresses using the Link Names I have, I get a series of failures with the message "
Could not find Row #1: Link Name: "; if it doesn’t fail then it is probably attaching it to the wrong Customer.
My problem appears to be similar to this problem, which does not appear to have been answered.
Is there a (recommended) way to import these without manually corelating them later? When you have 60,000+ records, the task of doing this manually is error prone and time consuming, which makes it a very bad transition plan.