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As part of migrating data from another CRM system to Espo, I am trying to migrate meeting records. In the import mapping, I have a input field which matches exactly (string comparison) to the Name field in Accounts (I already migrated these ok). On the output field there is a field "Account (Name)" which I could use, and this uses the Account field on the Meeting entity (which is not visible by default but can be added to the detail in the layout manger).
However, I would prefer to use Parent with type Account (for consistency reasons). In the import mapping, there is an output field "Parent (Type)" which I would set to "Account", and also "Parent (ID)" which I don't match the Account IDs from the import csv.
My questions:
- Is there anyway to match to the Parent Account by name?
- Can I see find account IDs of accounts in Espo UI (without looking directly in the DB)? I can;t see this field in the layout manager.
- Is there a way to first import into the Account field, them mass update the Account field to the Parent field and set Type=Account? (again, without doing it directly in the DB via SQL)?
However, I would prefer to use Parent with type Account (for consistency reasons). In the import mapping, there is an output field "Parent (Type)" which I would set to "Account", and also "Parent (ID)" which I don't match the Account IDs from the import csv.
My questions:
- Is there anyway to match to the Parent Account by name?
- Can I see find account IDs of accounts in Espo UI (without looking directly in the DB)? I can;t see this field in the layout manager.
- Is there a way to first import into the Account field, them mass update the Account field to the Parent field and set Type=Account? (again, without doing it directly in the DB via SQL)?