CRM On Demand - Administration (MOSC)

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Data Import Process that Links Accounts with Account Partners

edited Aug 17, 2011 7:32PM in CRM On Demand - Administration (MOSC) 1 commentAnswered
Hello,

Does anyone know how to automatically link Accounts and Account Partners through a data import in CRMOD?  Here is my situation: I have project work done at a site, and I have noted the site location, site contact person, and a contractor that assisted in the work.

* the project and project details = Opportunity data in CRMOD

* the site/site location = Account data in CRMOD

* the contact person = Contact data in CRMOD

* the contractor = an Account Partner in CRMOD

I know how to setup and import .CSV files for the Account data, Contact data, and Opportunity data.  I know that I can associate the Contact data with the Account by including the Account Name field in the Contact .CSV data import.  How do I associate the Account Partner with the Account during a .CSV upload?

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