AnsweredAssumed Answered

Assign records to users upon import - must be easy, right?!

Question asked by Philippa Grover on Jul 24, 2015
Latest reply on Jul 27, 2015 by Philippa Grover
I need to import 500+ Accounts into Sugar, and I would like to auto-assign them as part of the import process.

I have included an Assigned To User column on my spreadsheet, however upon importing the accounts, they are automatically being assigned to myself. 

As part of my troubleshooting, I have tried usernames (ie Sophie) and their full names (ie Sophie Smith), but I am getting the same issue.

I have also tried importing using the field Assigned To, as well as Assigned To User - but the same issue happens!

Please can someone help, this is driving me crazy and I am sure there is a simple answer!

Outcomes