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Thread: Import - Connection between Leads and Accounts

  1. #1
    matkolbe is offline Junior Member
    Join Date
    Jun 2010
    Posts
    4

    Default Import - Connection between Leads and Accounts

    Hello,

    I want to import leads and assign them to existing accounts.
    Importing is no problem, but the assignment is not made.

    I want to import like if I do it manually, by accessing an account, and manual adding a lead.

    I know that converting a lead leads to a contact for an existing or a new account.

    And I have searched but have not found anything about it...

    Please help me, I'm really getting mad

    Grettings,
    matthias

  2. #2
    arnaud_carrenet is offline Sugar Community Member
    Join Date
    Aug 2006
    Location
    Paris
    Posts
    72

    Default Re: Import - Connection between Leads and Accounts

    Hello,

    it seems that we have a similar bug with Accounts - Contacts.
    The workaround is to put the Accounts Column as the last column of your csv file. This should solve your issue.
    Arnaud Pauty
    Projects Manager
    CARRENET - SugarCRM Gold Partner
    67 rue Desnouettes - 75015 Paris - France

  3. #3
    matkolbe is offline Junior Member
    Join Date
    Jun 2010
    Posts
    4

    Default Re: Import - Connection between Leads and Accounts

    Hi,

    I tried it that way and it won't work

    Just if there are mistakes/missunderstandings:

    I have the following situation:

    Account A, Account B, Account C are in Sugar
    Now I want to import leads assigned to those accounts.

    The result should be, that those leads are not only listed in the leads overview, they should be listed also on the account details page...

    Greetings,
    matthias

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