How to import AccountRole

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  • ksv
    Member
    • Jul 2020
    • 59

    How to import AccountRole

    Dear all

    Please give advice to me how to import accountRole to Contacts from CSV?
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hi,
    You can check the 'Export all fields' box to export this field. Make export and check the 'title' column. By default, this field is available only for 'Export all fields' mode. In order to allow this field be selected for Export, you need:
    1. Create (if doesn't exist) or open the file /custom/Espo/Custom/Resources/metadata/entityDefs/Contact.json
    2. Add the "title" fields with the "exportDisabled" parameter:
    Code:
    {
        "fields": {
            "title": {
                "exportDisabled": false
            }
        }
    }
    3. Administration -> Clear Cache
    4. Refresh a webpage
    5. Select an 'Account Title' field (see screenshot) for the Export
    6. Check the 'title' column.

    Note: The 'Account role' can be fetched only for the Primary Account.
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