Assigned User on Import

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  • mciaio
    Junior Member
    • Oct 2024
    • 3

    Assigned User on Import

    Hello, I cannot assign a user on import. I have tried with the user name which is first initial and last name, I have tried with their full name and nothing works. It either imports the wrong item and gives me a 404 when I click on it or gives me a validation failure. How do I make this work?
  • nand85579
    Junior Member
    • Oct 2024
    • 2

    #2
    Works fine when importing with Assigned User (ID). You need to get the ESPOCRM ID (found in the URL of the user) and map to the Assigned User ID

    Comment

    • nand85579
      Junior Member
      • Oct 2024
      • 2

      #3
      Attaching a screenshot of mapping

      Comment

      • Stefan
        Member
        • Jul 2021
        • 57

        #4
        I haven't tested it yet, but have you tried using the user ID?

        Comment


        • nand85579
          nand85579 commented
          Editing a comment
          Yes. I always use the CRM ID for linking related entities
      • mciaio
        Junior Member
        • Oct 2024
        • 3

        #5
        I have not, that is the way to do it. Is there an easy way of exporting all the user id's? I don't want to click on hundreds of profiles.

        Comment

        • mciaio
          Junior Member
          • Oct 2024
          • 3

          #6
          Never mind, got it. Users->select all results->export->add the ID field

          Comment

          Working...