Data Import in Detail

Hello!

Thank you for your question!

Allow me to clarify how the import process works. When importing data into Creatio, you are essentially transferring the information from your Excel file into the corresponding database table. Each detail in Creatio corresponds to a different object or database table. Therefore, during an import, data can be inserted into one table or object at a time.

Import to Contact/Accounts have custom core logic applied, but all other objects work with logic described above.

You can read more about Excel import on Creatio Academy: https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/busine…

Have a nice day!

Hello community,

Any update regarding this topic?

Sasor

Hello, answer has been already provided , but we will duplicate it below for your convenience: 

"Thank you for your question!

Allow me to clarify how the import process works. When importing data into Creatio, you are essentially transferring the information from your Excel file into the corresponding database table. Each detail in Creatio corresponds to a different object or database table. Therefore, during an import, data can be inserted into one table or object at a time.

Import to Contact/Accounts have custom core logic applied, but all other objects work with logic described above.

You can read more about Excel import on Creatio Academy: https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/busine…

Have a nice day!"

Dear support team members

Kateryna and Oleksandra

I believe you missunderstood our request

_____________________________________________

Here is the scenario

1. We are in the Opportunity Section.
2. We want to import a list of Competitors.
3. While importing the excel file, containing the Competitors list, we need that the competitors list, is assigned to this specific Opportunity '495 / Fast Works / Sale of Goods'
4. We want to obviously achieve this without manually adding the '495 / Fast Works / Sale of Goods' as a separate column for all the records of the excel. 

Is there any example in the Code-Base, or any other workaround where this is achieved?

Sasor