Mass Account Data Import:
I am trying out version 13.7.01
Under SFA Manager, Accounts User Interface.
I have lot of account records from an excel spreadsheet that I want
to import to the Accounts table (not sure if it call account table or
something else).
These are the fields within the Accounts UI that I want to import.
PARTY ID
EMAIL ADDRESS
PHONE NUMBER
CITY
COUNTRY
ASSIGN TO
Would you provide some guidance on how to accomplish this.
Perhaps, what table is handling the Accounts information?
How to go about import the data?
Is there an import template (batch job) available some where?
Thank you.
Tom
I am trying out version 13.7.01
Under SFA Manager, Accounts User Interface.
I have lot of account records from an excel spreadsheet that I want
to import to the Accounts table (not sure if it call account table or
something else).
These are the fields within the Accounts UI that I want to import.
PARTY ID
EMAIL ADDRESS
PHONE NUMBER
CITY
COUNTRY
ASSIGN TO
Would you provide some guidance on how to accomplish this.
Perhaps, what table is handling the Accounts information?
How to go about import the data?
Is there an import template (batch job) available some where?
Thank you.
Tom