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Assigned User on Import

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  • 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?

  • #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

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    • #3
      Attaching a screenshot of mapping

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

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        • nand85579
          nand85579 commented
          Editing a comment
          Yes. I always use the CRM ID for linking related entities

      • #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.

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

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