AnsweredAssumed Answered

Importing meetings: is it possible to link imported meetings to contacts and accounts?

Question asked by dan@weconvene.com on Mar 13, 2015
Latest reply on Mar 19, 2015 by David Sánchez
Hi, I'm setting up Sugar Professional (7.5.1.0), moving data from Dynamics.

I'd like to import all our past meeting records (as well as other activities) and link them to the people who attended the meetings as well as update the related account.

The template for import doesn't have a field for either contacts or account.
Is it possible for me to achieve this? If not, what is the recommended approach for migrating activity records from Dynamics to Sugar?

Thanks

Outcomes