Question

Mapping Owner Field from Salesforce into Acumatica

  • 23 May 2023
  • 2 replies
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Has anyone been able to map the owner field from Salesforce (Opportunities, Leads, Business Accounts, Contacts) into Acumatica? I do not see the owner field mapped in the native Salesforce import scenarios. I have not had any luck mapping the Owner ID field from Salesforce to any of the fields available in Acumatica, such as “owner”, “owner ID”, or “Owner > Contact”. 

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@kandybeatty49 I have attempted this update in the import scenario, but unfortunately, the Owner field in the import coming from Salesforce is the Salesforce, non-friendly user ID from the owner on the record.  It doesn’t seem appropriate to have to add a substitution list when the user in Salesforce has fields that match fields within the owners list in Acumatica.  Is there a different option to bring this in?

Kandy Beatty
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HI @LSchindhelm 

This is the import from Excel but you will need to map using the Employee ID:

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

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