Let's say I created a custom object for virtual events. We created a virtual event record and then hosted the event where leads attended.
After the event, we have a lead list with data about attendance. How would we upload a csv that would associate the contact with the virtual event they attended?
I tried creating a temporary field that we could use in a workflow. But the events object doesn't show any association fields.
I actually figured it out through trial and error:
The following headers are required for an example import of associating contacts with a custom object called virtual events:
Contact ID
Email
Virtual Event ID
Virtual Event Date
Virtual Event Title
The reason these fields are used for importing is that they are the minimum required fields for creating a new record for each. Other objects will have different fields that will be required and can be found by trying to manually create a new record for that object.
A single spreadsheet is prepared with those headers as a minimum. Additional fields can be added, but it may be easier to import associations separate from new contact data.
Directions:
Import
Import file from computer
One file
Multiple Objects
Check off Contacts and Virtual Events (or other objects you wish to associate)
I actually figured it out through trial and error:
The following headers are required for an example import of associating contacts with a custom object called virtual events:
Contact ID
Email
Virtual Event ID
Virtual Event Date
Virtual Event Title
The reason these fields are used for importing is that they are the minimum required fields for creating a new record for each. Other objects will have different fields that will be required and can be found by trying to manually create a new record for that object.
A single spreadsheet is prepared with those headers as a minimum. Additional fields can be added, but it may be easier to import associations separate from new contact data.
Directions:
Import
Import file from computer
One file
Multiple Objects
Check off Contacts and Virtual Events (or other objects you wish to associate)