CSV Import Question

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Viewing 7 posts - 1 through 7 (of 7 total)
  • Author
    Posts
  • 02/12/2013 at 9:59 am #251252
    professionalmojo
    Participant

    Greetings: When mapping to Connections, we are choosing Entry Type and mapping it to Entry Type (we want the entries to show as organization, not individual); however, it STILL is showing as individual even though the field says organization. It is mapping all of the other items successfully. Can you shed some light? Thanks.

    02/12/2013 at 1:27 pm #251278
    Steven Zahm
    Keymaster

    @ professionalmojo

    Can you private reply with a sample of the CSV you’re importing so I can take a look?

    02/12/2013 at 2:05 pm #251279
    professionalmojo
    Participant
    This reply has been marked as private.
    02/12/2013 at 4:22 pm #251290
    Steven Zahm
    Keymaster

    @ professionalmojo

    Make “Organization” in the “Entry Type” column all lowercase, same for the “Visibility” column.

    11/29/2013 at 12:29 am #274475
    Chi
    Guest

    Hi Steven,

    I am having the same issue as indicated by this post.

    I have created an excel spreadsheet with the heading “Entry Type” (without the quotes). And in lowercase, I gave it a value of “organization” (in lower case and without the quotes).

    However each time the cvs file import the data, it always default to the individual. I want it to import the data as ORGANIZATION. Is there a way to fix this?

    Thank you kindly.

    Regards,

    Chi.

    11/29/2013 at 1:19 am #274476
    Chi
    Guest

    Nevermind, I got it to work.

    First Name and Contact First Name are two different fields. I just noticed it.

    11/29/2013 at 9:15 am #274477
    Steven Zahm
    Keymaster

    @ Chi

    Which version of the CSV Import are you using. I’d like to double check and make sure there is not a bug in the latest version.

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