OroCRM Forums

Covering OroCRM topics, including community updates and company announcements.

Forums Forums OroCRM OroCRM – How do I? Questions Account and contact importing problems

This topic contains 0 replies, has 1 voice, and was last updated by  aleksejsz 6 years, 8 months ago.

Starting from March 1, 2020 the forum has been switched to the read-only mode. Please head to StackOverflow for support.

  • Creator
    Topic
  • #29329

    aleksejsz
    Participant

    Hello,

    I need help from OroCRM specialists or just more experienced users!

    My case:

    We have list of companies and list of contacts. Few contacts can belong to one company, as well as one contact can belong to few companies (or it might be just the same First and Last name for few different contacts).

    If we first import contacts and then accounts, all contacts that are related to one company creates duplicated accounts. So, if there are five contacts that belongs to one company, five accounts will be created – for each contact separate account.

    If we first add accounts and then contacts (choosing add), all contacts creates duplicated accounts in addition to imported accounts (as many as contacts for each account).

    If we first add accounts and then contacts (choosing add and replace), we loose contacts, that are related to few accounts in one time.

    Please, advice, how I should import them to get all necessary accounts and contacts without loosing something or duplicating.

    Link to data source: https://goo.gl/A2Ja7J

The forum ‘OroCRM – How do I? Questions’ is closed to new topics and replies.

Back to top