Hi Crikey
You're right, it must be simple :-)
Best approach here would be the following:
1. Import customers and vendors first (once that we ever customers and vendors - with B2B relationship). Make sure to have Contact column filled in in excel templates provided by data migration wizard (if you know primary contact).
2. After import, you'll see contact stubs created by import of customers and vendors. Please, delete those using Edit in excel on Contact list and deleting contact stubs created by data migration in excel.
3. Search for and run Create Contacts from Vendors and Create contacts from Customers reports
4. These reports will go through customer and vendor records created during data migration and:
- create associated contacts (Company and Persons) based on customer and vendor information and
- link them together by setting business relationship which you can see by opening created contact and clicking on navigate Customer/Vendor/Bank Account in Navigate tab of contact list.
After this edit contact list in Excel using Edit in Excel and add remaining contacts (the ones without business relationship). Suggestion here would be to do this in 2 phases:
- first import companies so such company contacts get contact numbers in Financials
- import people related to companies - you'll need contact companies if you'll want to associate contact persons to them.
You'll need to transform and adopt the list of contacts from your legacy system to fit the structure of contact list in Financials. Pay special attention to:
Contact Type: can be person and company, company contact can have multiple person contact related to it.
Company No.: if you set Contact type to be person, make sure to Company no is filled in otherwise these will be orphaned contacts (without parent)
Hope this helps
