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Thread: Linking different contacts to same account names

  1. #1
    bmarshall0511 is offline Junior Member
    Join Date
    Sep 2007
    Posts
    1

    Default Linking different contacts to same account names

    Alright, I'm pretty new at Sugar but here it goes:

    I am importing accounts and contacts from ACT. From what I understand you must import accounts first then contacts for Sugar to place the right contacts into the right accounts. I did that, it works great...but here's the problem:

    I've got multiple same account names when I first import from ACT into accounts. Sugar creates those multiple accounts like I need it to (ex. AAA Company in NY, AAA Company in TX; Sugar creates two accounts with the same name, AAA Company).

    Now when I import contacts with the same account names (ex. Joe from AAA Company in NY, Bob from AAA Company in TX) Sugar 'guesses' which account that those contacts are linked to. The problem is, it links both names to only one account. I need Sugar to be able to tell which contacts go to which accounts of the same name.

    I tried to associate the ID field in Sugar to be the same for both the account name and contact that needs to be linked (ex. Joe: 000001; AAA Company in NY: 000001, Bob: 000002 AAA Company in TX: 000002), however it didn't link the right contacts to the right accounts. It seemed as if it 'guessed' again which account the contacts should be placed in and put both of them there.

    It's a bit confusing, hope you understand what I need help with. Maybe this will help a little more:

    AAA Company
    TX
    Bob
    ___________

    AAA Company
    NY
    Joe

    Sugar puts these contacts into the accounts like this:

    AAA Company
    TX
    Bob
    Joe
    __________

    AAA Company
    NY
    (NO NAMES)

  2. #2
    kbrill's Avatar
    kbrill is offline SugarCRM PS Engineer
    Join Date
    Jul 2004
    Location
    St Louis, MO
    Posts
    3,183

    Default Re: Linking different contacts to same account names

    Give me the weekend and on Monday I will have for you a brand new import module that works just as you would expect it to and a WIKI article on how to use it. In my new import module of OS 451e, you can import accounts and contact in one import and the contacts are linked to existing accounts or new accounts are created as needed. So for in my tests it works 100% as long as the account names are spelled correctly all the way through. I also fixed all the date issues I could find and all the "Parent" record bugs I could find.

    I will announce it in the forums On Sunday night or Monday morning.
    Kenneth Brill - Help Forum Moderator

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