Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Bulk import of multi-select lookup fields DOES NOT WORK.

    • There is a workaround BUT THERE IS A WORKAROUND - When creating a multiselect lookup you have to option to create a “linking module”. You can then do the following steps.

      • In the “tags” column of bulk upload set tags with the name for each multi-select lookup field

      • Import the list to Leads or Contacts

      • Create the linked record in Accounts or wherever and collect the “zcrm_Accountididididididididi” from the URL (it will not have “zcrm_” just the id number.

      • Run a report with a filter for the Contacts with tags in previous step

      • Export that list to .csv

      • Map the Leads/Contacts “zcrm_Leadididididididididi” to the linked module record id : “zcrm_Accountididididididididi” .

      • Import the map to the linking module - Only the two Id’s should truly be necessary

...