CRM Import data RRS feed

  • Question

  • How to import stakeholders or connection to Opportunity form?
    Thursday, October 31, 2013 12:49 PM

All replies

  • Settings -> Data Management -> Templates for Data Import. Choose "Connection" and download and save  the template.

    Fill in Connected To would be say the full name of a Contact, Role (To) is Stakeholder and then Connected From with the Opportunity Name

    Import the file from the Data Management page, but you might want to Edit the mappings on the screen that pops up after selecting the file to import. Limit the lookup on Connected From to just Contacts or whichever entities you've included and limit Connected To to just Opportunity - this should cut down errors when importing because of duplicate references.

    Jason Lattimer
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    Thursday, October 31, 2013 1:33 PM