[corey]

I have imported a large(ish) number of cutomer records from Salesforce and their contacts. I did not do it in one import, rather I imported the customers and then matched the customers with the contacts using a vlookup on their Salesforce id. I was unaware that vlookup is not case sensitive and that Saleforce id's are. This lead to a large number of contacts in the wrong company.

Now that I know, I can do another import with the right company, but I don't want these contacts to have two companies with one being wrong. If I do an update type import of contacts with the Company field mapped to the correct customer (internal id) will it overwrite the company that the contact is attached to or will it add a new relationship? If the latter, is there any way I can avoid a new relationship and force an overwrite?

Kinda stressed.
This is a cached copy. Click here to see the original post.

[trimblee]

RE: Contact import Snafu/Question

How about doing a test import of one contact? I'm thinking it will overwrite, but I don't know.

If it doesn't overwrite, you could do one import to set that field to null, and then a second to set the right data.

[corey]

RE: Contact import Snafu/Question

Ok, took me a while to get back to testing this. I did an import of one contact and put in a new company. The result was that the contact then had two relationships. I tried a second import with setting the Company to null and still had two customers under relationships.

So, does anyone know how I can just switch a contact's company?

[emailchriswon@gmail.com]

Hey stressed Corey,

I had a similar issue with ADDRESSES. Addresses and companies are treated like "lists", under a contact.

So first, you need to prepare your csv so that the contact's ID (internal ID) is linked with their correct company. When doing the import and after selecting the csv file, look at the Advanced Options under the Import Options screen. You want to place a CHECK in the OVERWRITE SUBLISTS box.

What this will do is import the company in your csv, and get rid of all the company's a the contact is currently listed under.

NOTE – PLEASE test this with 1 contact. Make sure that contact already has a company associated to him/her. If it works, then you're golden.

giddy up!

[corey]

That isn't working for me, either. I still end up with two companies in the relationships tab. I even tried setting the company to null first with overwrite sublist checked. I guess I can enter a ticket and see what support says. Thanks for your help guys.

[Voltron]

Corey, didn't I tell you about that case sensitivity deal with SF imports and Excel at SuiteWorld? It was that 80k records that I got lucky on by catching it. SF should have a long identifier that makes case-sensitive matching a non-issue. Can't invest the time in helping further… er at all, now.

[corey]

Man, I wish I had remembered you telling me that. My master contact import was 33k. I think I only mismatched on a couple k, though. Live and learn

[Author]

Posts