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Cheri Sugal
Using Excel Connector to create accounts where none exist
Does anyone know how I do this? I have tried exporting my contacts into excel and then filling in the missing cells, then hitting "update selected cells". I get an error message. I have also tried using the wizard but I don't know how to set the criteria so that "Account" "Equals" "BlANK". No data comes up when I do this.
Any suggestions?
Thanks!
Cheri Sugal
Executive Director
Friends of Calakmul
Any suggestions?
Thanks!
Cheri Sugal
Executive Director
Friends of Calakmul
Cheri
You need to create the Account first. You can do that in the EXCEL connector by doing a query, selecting the Account table and then the Account fields that you want to add to that acccount. When you get to Step 3 of the Wizard - where you normally enter the query criteria - just click "Close." Fill in the cells for whatever information you want in the Account fields. Then do as TonkaCruiser mentioned: type "new" in Column A of the row that you just completed and then choose "Insert Selected Rows" from the menu. The Account ID will be returned in Column A.
You can then paste that Account ID into the Account ID cells of your Contacts. Select all those Account ID cells and then choose "Update Selected Cells" from the menu.