function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
cldavecldave 

Importing opportunities with account & contact realtionship

Hi, i'm trying to import all the data from my previous crm into salesforce.
 
I have already imported all my leads, contact and accounts into sf, but now i need to import the opportunities, i have succeeded my tst batch of importing the opportunitie with the account related id.
but now i noticed that there is no contact role, so how would i import (in one shot if possible) all my opportunities with the related account & contact  id ?
 
 
Thanks
 
lmjohnsonlmjohnson
I have always had to use a two step process for this.
  1. First create the opportunity with the matching Account ID
  2. Create the Opportunity contact role using the Opportunity ID's created in #1 (matching with the Contact ID's created previously)

kevinedelmannkevinedelmann
You won't be able to as you are actually importing information into two separate objects.  1) opportunity, 2) opportunity contact roles.

Kevin