I have a weekly spreadsheet for planning applications with the following data on each line.
Cient Name and contact details, Architect Name and details, Planning project Reference and details. The details are about 15 fields for each of the modules I want to import into (Client, Architect & Planning project).
{Incedentally I have created 3 new modules to keep this data separate from Leads, Accounts etc. I will be looking later to add script for convert buttons}
My question is can I have an import routine that maps the relevant fields into the correct module field in one go, including adding the project ref field to all 3 modules so they can be linked.
At the moment I am doing 3 imports. 1st world problem I know, but evry bit of time saving helps.
Many thanks for reading this far
Paul