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Contributor
meighan
Posts: 8

DESPERATE to import LookUp Field

I am desperate to import a file that reviews our account owners (Look up field, seperate from the account owner field by sf).  Import wizards can't seem to do it, looks like excel connector cannot bring in lookup fields, any ideas what to do?

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Super Contributor
Stevemo
Posts: 3,210

Re: DESPERATE to import LookUp Field

What exactly are you trying to do? 

 

Do you have an external file that has the SFDC Account.OwnerID that you are trying to import to SFDC?

 

Are you trying to map the OwnerID to the Owner Name?

 

 

"If you're in a band and you think that you're good, you probably suck. If you're in a band and you think that you suck, you probably do." - Bob Pollard
Contributor
meighan
Posts: 8

Re: DESPERATE to import LookUp Field

We have three separate Account Owner fields (the original salesforce Account Owner field has been removed), I have a csv file with each of the 3 account owners (manually picked and just entered, first and last name), their individual status.  The Account Owners would be mapping to a lookup field with the user.

 

Columns of Data: 

Company name Account Owner 1 Account Status 1 Account Owner 2 Account Status 2 Account Owner 3 Account Status 3.  

 

Of course the Company Name and each Account Status show with the Excel Connector and Import Wizards, however neither allow you to import Lookup Fields, Since each Account Owner is tied to a User I used a Look up Field, now we can't get the data in. 

Super Contributor
Stevemo
Posts: 3,210

Re: DESPERATE to import LookUp Field

Are the names in your 3 custom Account.Owner fields SFDC Users? or are they other people in your company without SFDC access?
"If you're in a band and you think that you're good, you probably suck. If you're in a band and you think that you suck, you probably do." - Bob Pollard
Contributor
meighan
Posts: 8

Re: DESPERATE to import LookUp Field

Yes they are lookup fields of SDFC users
Super Contributor
NPM
Posts: 560

Re: DESPERATE to import LookUp Field

For Lookup fields you need to use the ID as the entry in the import file. 

 

You need to use the Owner ID not the text Name in the the .csv file.

 

the id looks something like 00530000000qElA

 

Youi can get this by going to a list view of your users, right clicking on the Full Name and copying the ID then past it in your file.

Super Contributor
Stevemo
Posts: 3,210

Re: DESPERATE to import LookUp Field

I agree with NPM, you need to get your User's Salesforce ID.  If you can export your user list with Name and ID to Excel then you can use VLOOKUP to map the Names on your file to their Salesforce ID (be sure to use the "FALSE" parm in your VLookup so that you get Exact Matches).  Also, the names on both files need to be spelled, and punctuated exectly alike ("Steve" won't match "Steven")
"If you're in a band and you think that you're good, you probably suck. If you're in a band and you think that you suck, you probably do." - Bob Pollard