Ok so now I have to apparently do a DTS transfer into the cdf database, fine,
ok so How do I assign a proper Account ID or contact ID to the the respective
accounts or contacts in order to import them?

RE: Account ID by UKD

UKD
Tue Jun 27 10:14:01 CDT 2006

Ok sorry a bit more info, Basically I am attempting to import CSV files of
contacts and accounts that have no Account ID or Contact ID identifiers. I
have no Idea how to assign them so I can import them successfully

RE: Account ID by MarcoAmoedo

MarcoAmoedo
Wed Jun 28 03:07:02 CDT 2006

I folowed this steps to do the same task.

1. Bulk import accounts csv file.
2. Get the GUID of each account, with filtered views for example, or open
the account an then CRTL+U to open it a full explorer window to view the GUID
3. Add the related account GUID to each contact at csv file.
4. Bulk import contacts csv file setting the added guid column as principal
client and selecting account type for principal client.

I hope this help you.

Regards
--
Marco Amoedo
Plain Concepts
http://geeks.ms/blogs/marco/


"UKD" wrote:

> Ok sorry a bit more info, Basically I am attempting to import CSV files of
> contacts and accounts that have no Account ID or Contact ID identifiers. I
> have no Idea how to assign them so I can import them successfully

RE: Account ID by UKD

UKD
Wed Jul 05 08:31:02 CDT 2006

Ok, well when I attempt to import the 2nd CSV file with the guid added it
kicks back saying "file corrupt" The file is NOT actually corrupt, I just
think the {} brackets are throwing things off but with or without the
brackets the 2nd contacts CSV will not go in....

"Marco Amoedo" wrote:

> I folowed this steps to do the same task.
>
> 1. Bulk import accounts csv file.
> 2. Get the GUID of each account, with filtered views for example, or open
> the account an then CRTL+U to open it a full explorer window to view the GUID
> 3. Add the related account GUID to each contact at csv file.
> 4. Bulk import contacts csv file setting the added guid column as principal
> client and selecting account type for principal client.
>
> I hope this help you.
>
> Regards
> --
> Marco Amoedo
> Plain Concepts
> http://geeks.ms/blogs/marco/
>
>
> "UKD" wrote:
>
> > Ok sorry a bit more info, Basically I am attempting to import CSV files of
> > contacts and accounts that have no Account ID or Contact ID identifiers. I
> > have no Idea how to assign them so I can import them successfully