Data Import - identify related Contact entity by email

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  • BattleMetalChris
    Member
    • Mar 2021
    • 50

    Data Import - identify related Contact entity by email

    Reposting this, I saw that Yuri mentioned in another post that some posts had disappeared after a forum upgrade and mine seems to be one of them.

    We have a custom entity named Mailing List Member - we want to be able to bulk upload these using the Data Import but they hold a reference to a Contact entity. The only options for identifying these in the field mapping are using the ID or the Name field. Is there a way to identify them by the email field? Ideally in the field mapping there'd be an option 'Contact (Email)' to choose.

    I'm happy writing custom code if needed.

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  • victor
    Active Community Member
    • Aug 2022
    • 727

    #2
    If I'm not mistaken:
    In this thread, one of the users answered you that such a thing is only possible with the use of encoding, and in the next post you seem to agree that encoding is not a problem for you.​

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    • BattleMetalChris
      Member
      • Mar 2021
      • 50

      #3
      I was hoping someone had already attempted this and had some advice ^_^

      No problem if not.

      Comment

      • ILoveEspo
        Junior Member
        • Dec 2024
        • 1

        #4
        I'm trying to do something similar. Currently have Leads, Organizations, Users, etc from Pipedrive but we have a lot of custom fields in those tables. We have been mostly discussing on a macro level about our Pipedrive -> Espo switch but I see that it's not so easy.

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        • yuri
          Member
          • Mar 2014
          • 8440

          #5
          It's possible to relate by a foreign field. You need to create a Contact Email foreign field in your entity with Relate on Import checked.

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          It's a documented feature: https://docs.espocrm.com/administrat...ort/#relations

          I tested and it related a contact by its email.
          If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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