What is the best way to update a field while importing a .CSV file? I refer opportinities to a third party, identifying each one with its "Opportunity Name". This third party assigns its own code number to each opportunity, giving me back a list of these codes, associated with each Opportunity Name. I created a new field in the opportunities module to store the codes associated to the opportunities. But so far the only way I found to update this field was manually, what is evidently not the best way to do it. What I want to achieve is very simple: given a 2-column list of opportunies x third-party code numbers, I want to update the third-party code number in each opportunity, by means of its unique "Opportunity Name". Anyone?


LinkBack URL
About LinkBacks



Reply With Quote

Bookmarks