Importing & Mapping Fields from CSV
Hi
We have just purchased SupportCentre Plus and need to import both Accounts and Contacts from our previous application, which we�ll do via a csv file.
We can only export all Account info to one csv, and all the Contact info to another csv.
Once we�ve imported the Account info, is there anyway to import the Contact info and have them automatically associate with the correct Account? (we could add an extra field to the contact csv which gives the correct account name for example).
Also, when importing Accounts from a CSV, the only address fields we are given the option to map are the following:
Address
City
State
Country
We have additional fields such as site name (used for where there are multiple sites for one customer), address line 2, postcode etc. We can add additional fields for ones that aren�t included, such as the site name � and this appears on the field mapping section. We don�t get the option to map the postcode field which is a bit odd, considering every address has one. How can we map this and other already-built-in address/account fields?
Thanks for any help, James
We have just purchased SupportCentre Plus and need to import both Accounts and Contacts from our previous application, which we�ll do via a csv file.
We can only export all Account info to one csv, and all the Contact info to another csv.
Once we�ve imported the Account info, is there anyway to import the Contact info and have them automatically associate with the correct Account? (we could add an extra field to the contact csv which gives the correct account name for example).
Also, when importing Accounts from a CSV, the only address fields we are given the option to map are the following:
Address
City
State
Country
We have additional fields such as site name (used for where there are multiple sites for one customer), address line 2, postcode etc. We can add additional fields for ones that aren�t included, such as the site name � and this appears on the field mapping section. We don�t get the option to map the postcode field which is a bit odd, considering every address has one. How can we map this and other already-built-in address/account fields?
Thanks for any help, James