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Thread: Importing Member Organization Accounts

  1. #1
    jjcarrell is offline Junior Member
    Join Date
    Sep 2011
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    2

    Default Importing Member Organization Accounts

    Hello,

    I am using SugarCRM 5.2.0l build 5843 -- I cannot upgrade at this time.

    I am importing Accounts, and need to know how to import Accounts as Members of other Accounts.

    I have not been able to find any documentation on this. Can anyone direct me to the documentation, or tell me how this can be done -- or even IF it can be done?

    Thank you for any and all help.

    jj

  2. #2
    jjcarrell is offline Junior Member
    Join Date
    Sep 2011
    Posts
    2

    Default Re: Importing Member Organization Accounts

    I have learned that I can export files and associate the member accounts by mapping the SugarCRM ID to the Parent_ID field. However, this is problematic for me at this time, because the search does not return all accounts from, say, a given State (custom field), and therefore I cannot export them.

    Is there a way to use the Member of (or parent_name) field to associate member accounts with their parent upon import?

    Thank you for any and all help!

    JJ

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