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eliotstock2eliotstock2 

data loader and partner portal accounts, contacts and users

Hi.

 

I need to load hundreds of accounts, enable them as partners for the partner portal, loads hundreds of contacts for them, and then enable the contacts as partner portal users, so they get our custom clone of the partner portal user license provisioned.

 

Can all this be done through the data loader. I read elsewhere in the forums that I can set isPartner on the accounts, but can I also do something similar for th Contacts/users? Do I just load Contacts or do I also have to load Users and connect them somehow?

 

Thanks in advance.

 

Eliot Stock.

Jen RomanoJen Romano

Hi,

 

You first have to load all of your Accounts with isPartner=True. Then, you can load contacts associated to those accounts (no special data point on contacts). After you have contacts, you can then load users associated to those contacts and assign to a partner profile.

 

Thanks,

Jen