How should I import contract lines into a contract?
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vrijdag 4 mei 2012 11:11
Hi,
I have imported my contracts by loading them through Excel.
How should I import the contract lines so that they link up with the contracts?
Alle reacties
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vrijdag 4 mei 2012 12:01
Hi,
The process is the same. Import through excel file containing the contract line fields as columns.
The field which is the contract lookup on the contract line is "Contract Name". Put that field as column in your contract line excel file. Add the contract names (not the guid) in excel column. Import that contract line excel file. The imported contract lines will link upto contracts.
I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm
My Twitter: https://twitter.com/#!/ashishmahajan74My Linkedin: 
- Als antwoord voorgesteld door Ashish Mahajan Australia (Architect) vrijdag 4 mei 2012 12:01
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maandag 7 mei 2012 2:05
Some of our contracts have identical names so I was thinking of using the CRM assigned contract ID for the look-up.
How do I get the contract ID to appear alongside the corresponding contract line when I do I advanced find? I don't see any column option for column ID there? -
maandag 7 mei 2012 2:18
Hi,
When you go to Advanced find for "Contract Lines", click button "Edit Columns". It will open a window, in that go to add columns. In add columns window, select record type as Contract. Contract will appear in the pull down as Contract Lines are related to contracts.
Now from the field list select contract ID. Please find the screenshots to help you out:
I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm
My Twitter: https://twitter.com/#!/ashishmahajan74My Linkedin: - Als antwoord voorgesteld door Ashish Mahajan Australia (Architect) maandag 7 mei 2012 2:18
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maandag 7 mei 2012 2:34Hi...I'm trying to import the data(contract lines) from CRM 3.0...was wondering whether that has the capability of including related record fields cause all i can see is (below)
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maandag 7 mei 2012 2:42
Hi,
I see what your are saying. If you cannot select related contracts, then there is no way you can select contract ID for the contracts.
In that case please query the TSQL and get your IDs. Please run the TSQL to get the required ContractId. You may have to tweak it a bit if the names of the tables are different in CRM 3.0, but I guess it should run fine.
select c.ContractId, c.ContractNumber , cd.* from ContractDetail cd inner join Contract c on cd.ContractId = c.ContractId
I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm
My Twitter: https://twitter.com/#!/ashishmahajan74My Linkedin: - Als antwoord voorgesteld door Ashish Mahajan Australia (Architect) maandag 7 mei 2012 2:42
- Als antwoord gemarkeerd door boo oinky dinsdag 8 mei 2012 3:46
