Hi
I am looking to import data into the Opportunities, which has an issue. I have a Section Detail which I am using to store a list of team members. I wish to import the opportunity data and populate this Team Member section with data. I pretty much on the current import data set only have 1 contact value to import.
I do not see how I can map the data from the Excel file to allow a data entry to import a single (or indeed multiple) value into a Section Detail.
Is this possible and if so, how can I do this?
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Dear Mark,
As for now there is no such functionality, but I'll inform our R&D team about this issue and suggest them to implement it. Thank you for helping us to make our application better.
Best regards,
Angela
As a workaround you can import opportunities you wanted and then import team members into created opportunities.
Best regards,
Angela
Hi Angela,
Since I posted, I have found that the process is to import the root data, in this example Opportunities and then do a separate import into the sub section detail. For this, it is necessary to know the name as it exists in the database, as this can be confusing to identify.
Click on the 3 dots by the section details title and choose Details to identify the database naming.