Hi
Just setting up our CRM and building the Data Map XML and in my contact import there is are three possible fields that would hold a link to an account. Eg:
What I want to do is when the import runs to fields marked * would look up in the Account record and when they find a match link the customer to the company. However if there is no match, create an account on that name. So with the above when "Steve" gets imported if there is no Account called XYZ then create one.
My XML for the field:
<AttributeMap>
<SourceAttributeName>Pre 16 School</SourceAttributeName>
<TargetAttributeName>kcl_pre16</TargetAttributeName>
<ProcessCode>Process</ProcessCode>
<LookupMaps>
<LookupMap>
<LookupType>System</LookupType>
<LookupEntityName>account</LookupEntityName>
<LookupAttributeName>name</LookupAttributeName>
<ProcessCode>Process</ProcessCode>
</LookupMap>
<LookupMap>
<LookupType>Source</LookupType>
<LookupEntityName>ContactImportIKM</LookupEntityName>
<LookupAttributeName>Pre 16 School</LookupAttributeName>
<ProcessCode>Process</ProcessCode>
</LookupMap>
</LookupMaps>
</AttributeMap>
At the moment it fails to import if there's no match - any way of adding an account?
Thanks in advance.
Ian
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