In our instance, we work with students (Contacts) and high schools (Accounts). During a previous data import, 50000+ students were all assigned to one temporary high school Account as a placeholder, but now we need to have the students assigned to the correct High School Account.
Basically:
Old Distribution of Contacts/Accounts
Current Distribution of Contacts/Accounts to Upload
All of the High School Accounts have already been created and are identical to the Account Name column, but since we're working with 50000+ students and 700+ high schools, is there any way for us to reference the High School Accounts for the upload without having to manually find and replace 700+ high schools with the corresponding Account ID in our .csv?
I've tried doing an update via Data Import Wizard for a couple of test Contacts, but since I'm re-parenting them, I'm unsure how to proceed - there's no "Old Account" to "New Account" functionality that I'm aware of, but any help here would be greatly appreciated!
1 respuesta
Marc, I don't think this can be automated, however, it can be distributed into batches.
for eg. is there any pattern by which we can segregate all the contacts that below to one High School.
This way updating the High school and its Account will become a lot more manageable.
