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Question

SO Import when Contact name is associated with mult BAs

  • December 18, 2025
  • 0 replies
  • 9 views

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I have an issue importing Sales Orders when the Contact name (e.g. John Doe) is associated with multiple Business Accounts. I’ve tried the following with following results:

 

Works if the Contact name is associated only with the BA related to the SO importing, but often error if multiple BAs.

 

Imports nothing.

 

Imports nothing.

Thanks.