ConcourseSuite Support - Discussion - Concursive Corporation

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Importation of Accounts with Custom Fields

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Importation of Accounts with Custom Fields

1/16/2005 11:52 PM EST

I have a large number of fields which are not present within your accounts module. I noticed that there is the capability to create customer "Folders" and custom fields underneath those.

Is it possible to actually import the custom fields created in custom folders for an account during the Account Import process?

I am starting from a clean 2.9 system and created custom fields both within Accounts and Contacts and assigned them to a generic "everyone" group. However, the newly created custom fields didn't show up during the Acccount import wizard field mapping nor in the Contact Import wizard account mapping? Is this possible?

I can't see any other means of importing and correlating this information, if it is not done at import time, as there are no uniqueID fields exposed to relate the information to.

I would appreciate any useful information and comments

thanks :- )

1. 1/17/2005 12:43 PM EST

By Matt Rajkowski

Concursive Corporation
Product Design

If you want to import folder data (custom fields) along with the accounts, then there are a couple of options available for developers (we have used each of these in one way or another to do this)...

1. Write an application that uses the Centric CRM HTTP-XML API to insert Account data and folder data

2. Write an application that uses the Centric CRM Classes to insert the data into the database from objects

3. Write an application that inserts the data directly into the database

I like the idea about extending the web importer to also import folder data as that would make this process easier and allow for importing custom data from a web page.

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