I’ve successfully imported all my Accounts from CSV, using the AccountID as created by Salesforce.
I’ve then successfully imported all my Contacts from CSV, with AccountID matching the ID above.
Now I’m working on importing Opportunities. As with contacts, Salesforce links to an AccountID - but it seems like SuiteCRM goes by name?!?
I’ve read other posts about how to disable account name requirement - I don’t want to do that… I do want the linkage, but surely from a data management point of view it should be ID to ID?
Is there any reason for this? I presume name lookups are slower, and there may be duplicates.
Is there any way to import by matching Account ID? Or do I have to manually do an Excel lookup and insert Account Name into the CSV?
Was a developer… it’s been a while and I’m a little rusty, but probably will be resigned to manually process my Opportunity & Contact links with PHP (assuming that SuiteCRM can’t do this out the box?)
However for the above - if just the 1:1 link between Opportunity & Account… it seems the SuiteCRM import process can do this. I’m just confused why it uses Name and not ID.
If this is just the way it is for some bizarre reason, it’s probably quicker to do a VLOOKUP in Excel for this purpose.
I’ve usually gone the Excel route as well, depending on the size and complexity of migration.
For bigger migrations with plenty of tests in between, usually via Scripts, DB and API.
But as you wrote, Excel is often faster.