We are using SuiteCRM to manage selling to schools, some of these are part of academies. When we do the import we want to associate some schools with an academies (custom module). We have this setup and can be done manually but want to do it on import.
Is there a way to do this by the API, or can it be done by a workflow where we use a field that is hidden from users but can be used to match against an academy number and create the relationship. I cant see a way to do it
Hi,
First of all there must be relationship between schools and academies. If it is there, then at the time of import, you can map the related field.
I am assuming the academies records are already there in the CRM and in your import file, you must have the database_ids of related academies based on the school.
So at the time of import you can map these ID column with academies_id instead of academies_name
as if you map the school with the name field, it can create new records if not found, and also it will create ambiguous relationships in case the names are conflicting.
Hope it will help
Thanks