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+--- Thread: Problems for import tasks (/showthread.php?tid=1130)
Problems for import tasks - rslemer - 06-29-2018
I tried import some tasks, but system not created a task into a contact
System create one new contact registry ( empty ) for each task in spreadsheet.
I setting a Contact Name for in step 3 with merged option
What I do wrong?
RE: Problems for import tasks - joebordes - 06-29-2018
Contacts and Leads are hard to get right. The system expects the firstname and the last name concatenated with a space and prefixed with Contacts::::
If you add an additional space or it doesn't match exactly it will create a new record.
Maybe you can import on another field:
http://corebos.org/documentation/doku.php?id=en:import_special
RE: Problems for import tasks - rslemer - 06-30-2018
But there more strange things, same I use thats special import format, system created a new contract services (?) instead a use a contract services already in system ...
Why do that?
RE: Problems for import tasks - joebordes - 06-30-2018
If it creates a new record it is because it cannot find an existing one with that value.
For example:
Contacts::::Joe Bordes
will search for a contact with the firstname+' '+lastname='Joe Bordes', if it finds it, the new record will be related with that contact, if not a new contact will be created (if possible) and the new record will be related to this new contact.
RE: Problems for import tasks - rslemer - 06-30-2018
I imported all contacts ( successfully )
I created a contract service manually
And import a comments with the same name ( in spreadsheet ) ..
Strange not is finded.
Better is imported comments without created a contract services previous ... right?Better is imported a comments without created a contract services previous ...
RE: Problems for import tasks - joebordes - 07-01-2018
actually, you should always import the related records first, so before importing comments you should already have all the related records because if not, the system will create basically empty records that you will have to fill in later.
RE: Problems for import tasks - rslemer - 07-01-2018
yes, if the system found the related record, with the test I needed to do (related to) - full name ...
RE: Problems for import tasks - joebordes - 07-02-2018
I am having no issues importing related information:
https://youtu.be/hmLmx65RnjA