Repopulating Sugar ... Contacts or Accounts first?

[clarkdsp]

Hello,

I asked this in response to my other question and decided I also needed to post as a new thread.

Here is my new question: if I want to download all Contacts and all Accounts and the update in Excel and repopulate Sugar, what is the best way to do this?

Do I import Contacts first and then Accounts to that the Contacts tie to the Accounts?

Or do I import the Accounts first and then import the Contacts and all of the matching names will appropriately match up?

And if this is not possible via Admin, is there someone out there who might be willing to help me with this (paid of course) to get this done so I can actually start using the program?

TIA,

Lori Ann

[sacramentojoe]

Hello,

I asked this in response to my other question and decided I also needed to post as a new thread.

Here is my new question: if I want to download all Contacts and all Accounts and the update in Excel and repopulate Sugar, what is the best way to do this?

Do I import Contacts first and then Accounts to that the Contacts tie to the Accounts?

Or do I import the Accounts first and then import the Contacts and all of the matching names will appropriately match up?

And if this is not possible via Admin, is there someone out there who might be willing to help me with this (paid of course) to get this done so I can actually start using the program?

TIA,

Lori Ann

Hi there, your best bet would be to export them individually and then re-import them. However, my understanding of the current sugar functionality is that it won't update existing accounts or contacts, only dupe check and insert new if given permission by the user. If you do it this way, you'll probably want to mark your current records deleted so you only get the updated ones to show.