I am trying to import data into account address object. By default Creatio allows the records to map with account object by name column. I need to map using a custom column. When I manually add the Account ID column(GUID) and map it with the account lookup in account address its creating a new record with Creatio GUID as name and mapping the address records to it. How can this be achieved?
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Hi Sivanesan,
If I am understanding your issue correctly, you are importing from excel and trying to map the the Account.ID column but actually mapping to the Account.Name column, which means you're actually creating new records with the GUID as the name.
What you need to do is when mapping, click on "related objects", find "Account", then select "Id". Your map should read like the attached.
Hope that helps. Don't forget to select the "Id" as the unique field to import by.
Thanks for the response Harry. I have a custom ID column (Text ) in the detail table(Account Address) which I have to map to the main table(Account). I have already tried to follow the step you have mentioned for that custom column and tried to import but the import is not processing. And when I checked in the process log it has failed with the error " Terrasoft.Common.ItemNotFoundException: Column by path (prefix) not found in schema Account"
