First – thank you for your time in reading and replying to this message! I appreciate it very much…
I am a new Sales Force user and am using your Excel Connector to import my Opportunities into Sales Force.
I grab all of our company data out of our software program and format it in Excel, then import it in using the Sales Force Wizard and he Excel Connector. I’m running into TWO issues that are slowing the process down and wondered if you knew a solution to them:
1. When I import my Opportunities with Excel Connector. I’d like to be able to use the “Account Name” instead of the “Account ID” but that doesn’t seem to be an option. I already have my unique Account Name created in Sales Force and in my Excel Opportunities spreadsheet, but the Connector doesn’t give me the option to upload via Account Name. Instead I need to look up the “Account ID” for each of the Opportunities and then it will work. I’m importing a couple hundred records every couple weeks, so looking up that Account ID for each line slows me down considerably. Any solution to this?
2. And my other problem is once I do get my Opportunities uploaded to Sales Force I would like them to automatically tie into my Contact. Example: Contact has an Account Name of A009. Opportunity has an Account Name of A009, but they will not connect until I manually go in and update the “Contact Roles” tab. Again, very time consuming and I’m hoping there is a way to automate this.
Any thoughts or suggestions on these two issues are GREATLY appreciated.
First – thank you for your time in reading and replying to this message! I appreciate it very much…
I am a new Sales Force user and am using your Excel Connector to import my Opportunities into Sales Force.
I grab all of our company data out of our software program and format it in Excel, then import it in using the Sales Force Wizard and he Excel Connector. I’m running into TWO issues that are slowing the process down and wondered if you knew a solution to them:
1. When I import my Opportunities with Excel Connector. I’d like to be able to use the “Account Name” instead of the “Account ID” but that doesn’t seem to be an option. I already have my unique Account Name created in Sales Force and in my Excel Opportunities spreadsheet, but the Connector doesn’t give me the option to upload via Account Name. Instead I need to look up the “Account ID” for each of the Opportunities and then it will work. I’m importing a couple hundred records every couple weeks, so looking up that Account ID for each line slows me down considerably. Any solution to this?
2. And my other problem is once I do get my Opportunities uploaded to Sales Force I would like them to automatically tie into my Contact. Example: Contact has an Account Name of A009. Opportunity has an Account Name of A009, but they will not connect until I manually go in and update the “Contact Roles” tab. Again, very time consuming and I’m hoping there is a way to automate this.
Any thoughts or suggestions on these two issues are GREATLY appreciated.
