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Hi,
I am trying to import a csv file and map a field to the picklist 'account type'
I have added the value that I want in the configuration (e.g. 'Partner') and in the csv file the field I am mapping also says "Partner") It gives an error 'account type not recognized'
what am I doing wrong here?
By Tom Manos
Hi,
My guess is that you first have to set up the pick list in Admin with all the account types you will be importing, and then do the import. I don't think you can create account types on the fly. Sounds like an interesting idea but I wouldn't want the system to default to something like that. Many (most?) companies set up their account types pretty carefully and would not trust a list import to "do the right thing".
-Tom
Hi Tom,
thanks for the reply I understand your answer (although salesforce.com) does it on the fly..
but I tried your suggestion (as you can read i my first post) setting the value in admin first and then trying to import. It then still doesn't work (or at least I don't get it to work
jeroen
By Tom Manos
Hmmm... I got it. I misread your first post. I'll see what I can figure out.
-Tom
By Tom Manos
From the Engineering team:
The importer is coded such that the "Account Type" column should have integer codes that correspond to the Account Types in the database. For example: Partner in my database corresponds to the id 11 in the database.
So when I import with 11 as the value for "Type" column in the database, it gets imported as Partner. Also in the code there was a bug where-in the contact type value was being referenced instead of Account type while processing Account Type information. I had to fix this first to get the above working. But the working itself now needs to be changed to allow the user to put in type names instead of type ids.
2 Issues and I'll fix both of these :).
-Tom
great, I am in the ondemand version; any idea on when this would be fixed there? ( I want to convice people of using concursive, by showing them some real life data in the system...)
I agree with Jeroen that this is an important feature to have and just hopping on the back of all this, I spoke with Matt a few months back regarding a 'Save' function for the mapping of fields from CSV to Concourse when importing.
When mapping multiple field CSVs and then process, if there are errors in the import you have to start from scratch with the mapping of fields, which can be quite time consuming. Your thoughts?
;)
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