- Importing tasks to existing accounts
- Posted by Martin on June 29th, 2008
I wonder if it is possible to import new tasks about an existing account in
CRM or if I have to delete the account and make a totally new import?
- Posted by Aamir Bashir on June 30th, 2008
make a totally new import is not gonna make any difference .
Use data migration manager
choose the entity "Task" and map the columns and remember to refer the
"Accountname" on CSV to the Attribute
"regarding" . When you click Next , a screen appears with the name
"Define relationship". check the "Account" and
"Account Name" in drop down .
/Aamir
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