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DESPERATE to import LookUp Field
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06-17-2009 07:19 AM
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?
Using Professional Edition
Re: DESPERATE to import LookUp Field
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06-17-2009 10:02 AM
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?
Re: DESPERATE to import LookUp Field
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06-17-2009 10:59 AM
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.
Re: DESPERATE to import LookUp Field
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06-17-2009 12:55 PM
Re: DESPERATE to import LookUp Field
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06-18-2009 06:29 AM
Re: DESPERATE to import LookUp Field
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06-19-2009 06:47 AM
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.
Re: DESPERATE to import LookUp Field
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06-19-2009 07:30 AM

