I have a Custom Module that contains Collection Notes.
I am trying to import the notes from my CSV and make sure they are associated with the correct Account.
My CSV has fields
sl | date | note | company
The company field matches the name of the company that already exists in the Accounts module.
My notes are all being imported into the custom module, but the they are not being associated to the accounts. I am mapping my company field to the Account field.
Any suggestions?