Hello, I am trying to complete my very first import job. I am working on importing and exporting Goals. I found a video on youtube that would help me, but all my attempts are failing because of the "Fiscal Period". I exported a custom excel file from CRM, the file does have a heading for "Fiscal Period" but all entries for "Fiscal Period" are empty. When I import a new file with only 1 Goal in it, I get all green check marks while doing my mapping. There is an option to map Fiscal Period to Fiscal Period, or to map it to Fiscal Period Option Set. When I test leaving the Fiscal Period field blank, and then submit it, the failure error says "For a goal of fiscal period type, the fiscal period attribute must be set." I get that same error when I map it to Fiscal Period, and when I choose to ignore it as well. When I put in a value for Fiscal Period (September for example) and then map it to Fiscal Period Option Set, and choose September, submit, and I get a Failure error saying "The fiscal settings of your organization have changed since the time this goal was changed. You might want to realign the dates to the new fiscal setting." Again, I get all green check marks when doing my mapping. I asked one of our salesman what we use for a fiscal period when entering new goals and she said "we use a custom setting" I do not know if this has anything to do with it, but it is all the information we have so far.
Does anybody know why this is happening?
*This post is locked for comments
I have the same question (0)
