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Amanda Mooney (Panorama Global) 님이 #Trailhead에 질문했습니다

Hi everyone! I are trying to figure out how to do data uploads in a way that works for our system. We primarily use Data Import Wizard, however we also have dataloader.io and Apsona. We usually upload from a CSV.

 

We want to upload contacts into SF, add them to a campaign, match their company name to "Primary Affiliation", and have SF automatically create the Account Name "Lastname Household" all in one data upload.

 

We usually do this in data import wizard: Add Accounts and Contacts: Match contact by email, Account by name and site (we don't use Account IDs), Create a Household Account, and assign contacts to a campaign. However, we can't figure out how to do an upload to have all 3 things (household account, campaign, and primary affiliation) work. Any ideas?

  #Automation #Nonprofit #Trailhead #Data Management #Data Import

답변 1개
  1. 2022년 3월 8일 오후 2:42

    Hi Amanda, 

     

    You have tried loading into the NPSP Data Import object using the Accounts and Contacts template

     

    I don't have much direct experience with this myself, but I believe it should be able to handle this

     

    Thanks,

    Mikey

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