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Import Account hierarchies with Import Management

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edited Jun 10, 2021 11:06AM in Sales 2 comments

Summary

I need to structure an Account hierarchy import using Import Management but cannot find clarity in the documentation

Content

Hi,

I have unsuccessfully tried to build an Account hierarchy import using Import Management.  Part of the issue has to do with current documentation continuing to reference FBDI, even though FBDI is no longer a functioning import/export framework; or so I thought.  I am hoping that someone in the community has successfully built an import using the new Import Management solution, and can share.  I also tried using the latest Account Import Macro file but also had no success.  Part of the issue is the confusion around which attributes to use; e.g., for the Account Number column (on the Attributes Mapping tab in

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