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I am trying to migrate from our current CRM system to EspoCRM. I have exported the data from our old system in a CSV file, and all I am trying to import (for now) is a list of Opportunities, linked to their Account. (I have renamed the fields, so that "account" shows as "client".)
I map the columns to the Opportunity fields, and I have mapped the company name column to "Client (name)" — which should be "Account (name)", believe: screenshot 1.
When I run the import, all the other columns get imported correctly, but the company name / account (name) field is blank.
There are no relevant errors in data/logs.
Any suggestions would be gratefully received, as I'd love to migrate the account/company names along with the opportunities, rather than having to enter them all manually.
I map the columns to the Opportunity fields, and I have mapped the company name column to "Client (name)" — which should be "Account (name)", believe: screenshot 1.
When I run the import, all the other columns get imported correctly, but the company name / account (name) field is blank.
There are no relevant errors in data/logs.
Any suggestions would be gratefully received, as I'd love to migrate the account/company names along with the opportunities, rather than having to enter them all manually.