I need to import a csv file with counterparty data. The file contains the following data:
- company name
- phone
- address
- type of activity
...
In the import tab, I select: Counterparties
But I encounter the fact that the company name is a link to the "Companies" object.
Question: What logic is embedded in the import? If I first import only the "names" in "Companies", then how can I get the ID?
I see the solution to this problem as:
1. Create a string variable "Company name" in "Counterparties".
2. Import the csv file into "Counterparties" (all fields).
3. Import the csv file into "Companies" (field - name).
4. Create a link using the SQL query:
UPDATE contact_table AS c JOIN company_table AS cmp ON c.company_name = cmp.name SET c.company_id = cmp.id;
Is this how it is done or am I missing something in the import logic?
- company name
- phone
- address
- type of activity
...
In the import tab, I select: Counterparties
But I encounter the fact that the company name is a link to the "Companies" object.
Question: What logic is embedded in the import? If I first import only the "names" in "Companies", then how can I get the ID?
I see the solution to this problem as:
1. Create a string variable "Company name" in "Counterparties".
2. Import the csv file into "Counterparties" (all fields).
3. Import the csv file into "Companies" (field - name).
4. Create a link using the SQL query:
UPDATE contact_table AS c JOIN company_table AS cmp ON c.company_name = cmp.name SET c.company_id = cmp.id;
Is this how it is done or am I missing something in the import logic?