Uploading data to link to Zoho CRM account in a Zoho Creator application
I have created a very simple form in Creator which will be the basis of an application to manage subscriptions.
I am using a CRM field in my Creator form to link the subscription form to Account Name in Zoho CRM. In my form this takes the form of a lookup field into Zoho CRM to retrieve the account name. Each account may have multiple subscriptions (essentially multiple rows per Account).
When I use the form to lookup an account in Zoho CRM it works great. When I create a view grouped by account name and click on the account name it takes me to the account record in Zoho CRM. Works great.
I am trying to upload a very large historical database of subscriptions and have been unsuccessful with my test uploads. I have tried uploading subscription rows in my form with both the Account Name as it appears in Zoho and also with the Zoho Account ID. Neither works. When I upload using the account name, it has the correct account name, but if I click on it in the application view, the link gives me a permission problem. When I attempt to upload the Zoho CRM Account ID, it simply creates an account name that is the Account ID..like 350434000000248903.
How do I import my subscription rows via my Creator application and ensure they are linked to the correct account?
Thanks...