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importing records with relate field fails to fill in relate

Question asked by Francesca Shiekh on Dec 7, 2018
Latest reply on Dec 7, 2018 by André Lopes

I am trying to import about 2000 records into an empty custom module.

 

The module has two fields that are relate fields to the Users module: Account Executive and Sales Assistant.

 

When I download the sample template from the import option (attached here) it shows me two columns: Account Executive and Sales Assistant with user ids. But when I try to upload that same template with the actual values (ids have been double checked) everything imports except the Account Executive and Sales Assistant, though the columns appear to be correctly mapped in the process.

 

The sample also has two columns labeled "Related To" which is a very anonymous field name. Do I need to fill the user ids in those columns? How do I tell the import process which is which?

 

I am using Sugar Pro 8.0.2

 

Any thoughts on why that import would fail?

FrancescaS

 

SugarPro 8.0.2

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