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I'm working on importing my companies data from a Salesforce export and I'm struggling to understand some of the data conversions...
As my current problem, I'm attempting to import our opportunities. SF exported the opportunities as several csv files: Opportunity.csv, OpportunityCompetitor.csv, OpportunityContactRole.csv, OpportunityHistory.csv, OpportunityLineItem.csv, and OpportunityOverride.csv. I THINK the only files I need are Opportunity (containing the actual opportunities), OpportunityHistory (containing the historical data of the opportunity) and OpportunityLineItem... Opportunity was easiest and imported fine. The problem is the other two. each of the other two have OpportunityID columns which lines up with the ID field in Opportunity.csv... however, each ID is a separate part of the parent ID with their own IDs... how do I import these? I don't have a parent ID option to specify each line is a separate entry into the parent ID... so how do I properly import these sub item IDs?
Okay, in digging around I think I know what data I need to update, but I'm not seeing how.
In opportunities I have a "products" field, inside that is the products list that links to different product IDs with two additional editable fields for quantity and price. so in all I have product (ID), quantity, and price to pull from the csv. the trouble is I don't have anything in the import fields that co-relate to those fields. I assume I'm either importing to the wrong thing (and the right thing is simply not available needing a change on the back-end to make that import available?) or I need a new entity for that? I'm not sure what I need here...
As my current problem, I'm attempting to import our opportunities. SF exported the opportunities as several csv files: Opportunity.csv, OpportunityCompetitor.csv, OpportunityContactRole.csv, OpportunityHistory.csv, OpportunityLineItem.csv, and OpportunityOverride.csv. I THINK the only files I need are Opportunity (containing the actual opportunities), OpportunityHistory (containing the historical data of the opportunity) and OpportunityLineItem... Opportunity was easiest and imported fine. The problem is the other two. each of the other two have OpportunityID columns which lines up with the ID field in Opportunity.csv... however, each ID is a separate part of the parent ID with their own IDs... how do I import these? I don't have a parent ID option to specify each line is a separate entry into the parent ID... so how do I properly import these sub item IDs?
Okay, in digging around I think I know what data I need to update, but I'm not seeing how.
In opportunities I have a "products" field, inside that is the products list that links to different product IDs with two additional editable fields for quantity and price. so in all I have product (ID), quantity, and price to pull from the csv. the trouble is I don't have anything in the import fields that co-relate to those fields. I assume I'm either importing to the wrong thing (and the right thing is simply not available needing a change on the back-end to make that import available?) or I need a new entity for that? I'm not sure what I need here...
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