Announcement

Collapse
No announcement yet.

Import & update problems

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Import & update problems

    I'm trying to update opprtunity via an import from a csv file.

    I have no problem creating new opportunity with an import using that data structure.

    Opp name, desc, account name, Status, Amount, amount currency, probability , creation date, closing date, assigned user id, creator id, updater id, opportunity id

    But using that same structure, I'm unable to make an update of an opportunity via either the create/update or update only of the import option.

    My goal is to change automatically the status from "Proposition" to "Winning opportunity" and change the amount, description, closing date and the updater id.

    example of creation : (Working)

    "Job : Willie", "Asking for a price ","John Doe Inc.","Proposition",1000, "CAD", 50, 27/12/2019 12:00:00, 14/01/2020, "121212", "121212", "", "OE78978"

    if I want the update to work, what should I do

    "Job : Willie", "Asking for a price - Command Accepted","John Doe Inc.","Winning",1200,,,, 05/01/2020,,, "121212", "OE78978"

    Thaks

  • #2
    Hello.
    On the second step of the update check the box 'update by ID'.

    Comment


    • #3
      Thanks

      Comment

      Working...
      X