Import opportunities with team assigned

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  • office
    Member
    • Jun 2025
    • 34

    #1

    Import opportunities with team assigned

    There is any solution to import with assigned team already prefilled and selected? I see that only user can be exported also, not teams.

    if not i will try to aoutpopulate from assigned user: ifThen(
    !entity\isAttributeSet(this, 'teams'),
    teams = assignedUser.primaryTeam
    );
  • heint
    Junior Member
    • Jun 2025
    • 9

    #2
    Greetingsoffice,
    To automatically fill the Assigned team field while importing, you should export it in the right way, adding Teams to Field List:
    Click image for larger version

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    or add specific Team manually on Step 2 of importing:
    Click image for larger version

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    • office
      Member
      • Jun 2025
      • 34

      #3
      tnx, i add this formula to opportunities so if i import with user it assign also the teams:

      ifThen(
      entity\isAttributeChanged('assignedUserId') && assignedUserId != null,
      entity\addLinkMultipleId('teams', assignedUser.teamsIds)
      );

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