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data loader issue
Hi
I am trying to understand basics of external ID field with data loader.
In account, I have an external ID field as MyExt__C
In contact, I have an external ID field as SQL_Server_D__c.
I need to perform Upsert in data loader to insert 4 contact records with related acount name
Here is my structure of contact.csv.
contacts are getting inserted but account name is not being populated.
Pls help me
Thanks
pooja
I am trying to understand basics of external ID field with data loader.
In account, I have an external ID field as MyExt__C
In contact, I have an external ID field as SQL_Server_D__c.
I need to perform Upsert in data loader to insert 4 contact records with related acount name
Here is my structure of contact.csv.
FirstName LastName MyExtID__c p1 p5 MyExt_3 p2 p6 MyExt_4 p3 p7 MyExt_5 p4 p8 MyExt_6
contacts are getting inserted but account name is not being populated.
Pls help me
Thanks
pooja
Check out the below points again and let me know still contact not related with account,
1. Open Data Loader and Login
2. Click Upsert operation.
3. Choose Contact Object and choose the file then next.
4. Since you are not going to update contact, set ID field for contact matching.
5. Click Next --> You will see Account object external id fields as external id.
6. Choose the field(MyextID__C) --> Next
7. Selected Account External ID field wil be available in mapping, assign this field to the excel external id field.
All Answers
Check out the below points again and let me know still contact not related with account,
1. Open Data Loader and Login
2. Click Upsert operation.
3. Choose Contact Object and choose the file then next.
4. Since you are not going to update contact, set ID field for contact matching.
5. Click Next --> You will see Account object external id fields as external id.
6. Choose the field(MyextID__C) --> Next
7. Selected Account External ID field wil be available in mapping, assign this field to the excel external id field.
I got it.