I am trying to import historical service orders along with multiple activities for each service order. However, there doesn’t appear to be a place in the import scenario profile for activities. Am I missing something?
Has anyone else encountered this issue?
Best,
David Eichner, CPA
Best answer by johnw51
I would suggest two imports. The first to get the service orders in and then a second one to bring in the activities and attach them to the appropriate service order. Here is a forum link where the import attached activities to customer records.
I would suggest two imports. The first to get the service orders in and then a second one to bring in the activities and attach them to the appropriate service order. Here is a forum link where the import attached activities to customer records.