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I am having a couple of problems importing data that I've slowly been working through. Some relate to the data itself (like quote characters in text fields causing problems with CSV structure) but others I can't quite explain.
The ID field length in espocrm is too short for the importing of data exported from anotehr CRM system. This means that ID's are being truncated and I therefore have to rely on text/name field content to update and populate with related records (i.e., I have to use name lookups rather than ID look ups when running the import)
If I skip the related fields from the import (typically contact records that refer to other contact records) I can get the data to import. I thought it might have been that it can't create a relationship by name when the 'master' contact record may not yet have been created (which would make perfect sense). However, when I run an import and skip the related contact name field (to create the initial contact records) then rerun the import to update the related contact records in a second pass, the import immediately fails with an Error 500. There's no additional information available in the log files anywhere that helps me track down the problem though. It would be nice to have the import progress being logged somewhere.
I suspect the problem might be resolved simply by lengthening the ID field length and using the original ID's from my exported data - but I'm concerned that this might cause other problems if I just start changing the default field definitions.
Any ideas...?
The ID field length in espocrm is too short for the importing of data exported from anotehr CRM system. This means that ID's are being truncated and I therefore have to rely on text/name field content to update and populate with related records (i.e., I have to use name lookups rather than ID look ups when running the import)
If I skip the related fields from the import (typically contact records that refer to other contact records) I can get the data to import. I thought it might have been that it can't create a relationship by name when the 'master' contact record may not yet have been created (which would make perfect sense). However, when I run an import and skip the related contact name field (to create the initial contact records) then rerun the import to update the related contact records in a second pass, the import immediately fails with an Error 500. There's no additional information available in the log files anywhere that helps me track down the problem though. It would be nice to have the import progress being logged somewhere.
I suspect the problem might be resolved simply by lengthening the ID field length and using the original ID's from my exported data - but I'm concerned that this might cause other problems if I just start changing the default field definitions.
Any ideas...?
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