Issue with Importing Notes against Leads
Hi,
I am attempting to import some Notes into Zoho CRM which need to be assigned to various Leads.
I have created a csv file which I am testing that contains just one record.
This csv file contains the following columns:
Note Id
Parent Id
(I have tried prefixing the id with zcrm_ as well as without)
Note Owner Id
(I have tried prefixing the id with zcrm_ as well as without)
Note Content
- I am using the “Migrate from other CRM” Process for the Notes Module.
- I am choosing the option to import by Parent Entity ID of Notes.
- I am specifying the column titled Parent Id as the parent ID of the notes (and this relates to a valid Lead Id).
I would expect the import to work but it doesn’t!
In the Import History it displays an error message of:
“Could not find a matching parent record for this look up field - Parent Id”
This makes no logical sense to me and I expected the note to be created and assigned to that Parent ID in the file (which maps to a valid lead ID).
NB: I also can see that the “Note ID” field is mandatory so have just made up a not ID starting at 1 and increasing through the complete list of Note uploads. Would this be OK?
Any ideas why the import is failing?
Thanks in advance for any help,
Paddy
Topic Participants
Paddy Wanless
Vidya
Tom Harvey
Marco Córdoba Holt
mark.johnsen
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