Hello,
I have two issues regarding importing my data from an excel CSV file to FM Starting Point.
When I import to the Accounts module first to get all company data set up it works fine, however, when I then import to the contacts module (which has contacts related to the previously imported Accounts) the contacts import just fine but none of the related contacts are showing up in the Accounts module. I have used common linking data (such as company ID) that is associated with both the Account and the Contact but that doesn't appear to make them recognize one another as related. What is the best way to import my data so that the "related contacts" feature works in the Account module? Any suggestions would be appreciated!
My second issue is regarding importing to the account module. I built two conditional value lists to segment my accounts into 1)Industry Category and then 2) Industry Sub Category. I am having trouble getting the data to import for these two fields that I added to the account module. Since I created another table to house the values in my conditional value lists do I need to import them another way? I can't get this data to import and would appreciate any suggestions.
Many Thanks
Jenny
