Format for importing "Relate To" in tasks

[p_unterberg]

Hi,

I'm having trouble getting an Import to work correctly on the tasks module.

I have 2 accounts created: "ABC Inc." & "XYZ Corp"
I have a CSV file that looks like this:

Account,Task
"ABC Inc","Call ABC,Inc"
"XYZ Corp","Call XYZ Corp"


I am trying to import these as tasks - so that the system creates a task with the subject of "Call XYZ..." and the related account is XYZ.

I am mapping the "Relate To" to my account column, but Sugar doesn't seem to pick it up. Is there a different format that I should be using? Something like "Accounts;XYZ Corp"?

Thanks for the help!

Using Sugar5.5.0 pro on Debian Linux.

[sugarcane]

There should be a Parent Type and Parent ID field. If you set Parent Type to "Accounts" in your CSV and Parent ID to the GUID ID of the account, this should work.

[p_unterberg]

Is there anyway that Sugar can try to auto-match the parent based on a text field? I know it does in the contact import, for example.

[p_unterberg]

Well, I got around this by:

1) Importing my list of accounts
2) Exporting my list of accounts (to get the ID of each record)
3) Using excel to create a file that had the ID of the accounts as the "Parent ID", the Parent Type of Accounts, and the data I wanted to import into tasks.
4) Imported that file

Everything worked perfectly!
Thanks for the help.