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Account Import - wont create new accounts
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02-28-2008 12:26 PM
I'm having an issue with doing a mass account record import. I have my CSV set up, map it out fine, and run the import but it won't create new accounts for me. Here's the full situation - we have accounts with the same name but at different locations and having different parent accounts. For instance, there are 14 Joe's Shrimp Shacks, but each one has its own agency, and the agency is the parent account.
Column A (Account Name): Joe's Shrimp Shack, Joe's Shrimp Shack, Joe's Shrimp Shack, etc.
Columb B (Parent Account): ABC, DEF, GHI, etc.
When I import it only updates the first instance of Joe's Shrimp Shack by changing the parent account. I need it to create new records for each one instead of creating just one of which SFDC changes the parent account (cycling through each entry in my file that's being imported, so the parent account that does eventually show up is the one in the last row associated with "Joe's Shrimp Shack" as an account name).
I know I can change the name of each account (e.h. Joe's Shrimp Shack - Austin, Joe's Shrimp Shack - San Francisco, etc.), but I'd like to not have to edit all the data for this to work. Any easy/fast workarounds or am I stuck changing the name of each account?
Thanks!
Jake Butler
University Pipeline Inc.
www.universitypipeline.com
www.txtblaster.com
Column A (Account Name): Joe's Shrimp Shack, Joe's Shrimp Shack, Joe's Shrimp Shack, etc.
Columb B (Parent Account): ABC, DEF, GHI, etc.
When I import it only updates the first instance of Joe's Shrimp Shack by changing the parent account. I need it to create new records for each one instead of creating just one of which SFDC changes the parent account (cycling through each entry in my file that's being imported, so the parent account that does eventually show up is the one in the last row associated with "Joe's Shrimp Shack" as an account name).
I know I can change the name of each account (e.h. Joe's Shrimp Shack - Austin, Joe's Shrimp Shack - San Francisco, etc.), but I'd like to not have to edit all the data for this to work. Any easy/fast workarounds or am I stuck changing the name of each account?
Thanks!
Jake Butler
University Pipeline Inc.
www.universitypipeline.com
www.txtblaster.com
Re: Account Import - wont create new accounts
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02-28-2008 12:54 PM
Do you have a unique combination the fields Account Name and Site? It is possible the import believes the Joe's Shrimp Shack records are duplicates as it would if you are using just Name.
Re: Account Import - wont create new accounts
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02-28-2008 01:00 PM
Correction I meant the two fields:
Account Name
Account Site
This is what the import uses to determine uniqueness of the new Account Record.
Account site could be where you put in Austin, San Francisco, etc.
Re: Account Import - wont create new accounts
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02-28-2008 01:05 PM
So my option are either I utilize the account site field or make each account name unique, correct?
Thanks for your speedy reply NPM - super awesome!
Jake Butler
University Pipeline Inc.
www.universitypipeline.com
www.txtblaster.com
Thanks for your speedy reply NPM - super awesome!
Jake Butler
University Pipeline Inc.
www.universitypipeline.com
www.txtblaster.com
Re: Account Import - wont create new accounts
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02-28-2008 01:06 PM
Looks that way.

