I'm trying to import data describing contacts from excel file. Under my Contact entity Iv'e created a relationship to a new customized entity (Source). How can I import data about my contacts from excel file including the Source which is a different entity Iv'e created?
When I import the data, there's no option to mention that the Source field is a lookup to another entity.
Thanks everyone, Idan
When you set up your Contact import file you can add a column to identify the Source. The most obvious options would be the name or the ID.
Here's an example of adding the Account name to a Contact import:
When you do the mapping, you can tell it which field on the Source entity to map to. In the above example, it maps to Account Name.
During the import, lookup fields will take the right related value by searching the Name of that record like:
CustomerId(string); CountryId(lookup) ;
exampleCustomerId; Italy ;
Italy is the name of that specific record. Relationship is automatically solved.
Hope it helped :)
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