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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Folks, hopefully not a big issue. I've just spent an afternoon moving contacts and accounts into the FMSP database via csv. They're separate but many of the contacts belong to companies which I've entered in as accounts. 

 

The issue is that the accounts don't show up as being connected to the contacts as I'd expect. I'm assuming it's something related to the 'relookup' command but I've tried that on both the account field in the contacts and the accounts table and it comes up with the error "There are no fields based on the field..."

 

Any hints as to how I might get this working?

Posted

You have to do two imports... or write a script to push the data from Account to contacts, etc.

 

We did shoot a video on more complex imports... because of situations like this.

 

0712 - Multi-Table Imports... Complex Imports (from the Pro 13 Video Course).

This topic is 3597 days old. Please don't post here. Open a new topic instead.

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