Hi Folks,
Apologies for the delayed response, but another project required my full attention.
My journey continues. I decided to delete my install and start over.
I re-installed using the script found at How to install SuiteCRM 8.6.1 under 10 minutes
Everything came up and the issues I was having seem to be gone.
I am migrating data from Salesforce. This time I took a different approach. I imported all the accounts with the Salesforce Account ID and Parent ID, then exported all the accounts from SuiteCRM and added the SuiteCRM ID to the Contacts CSV file by matching to the Salesforce ID.
I then imported all the Contacts that had no parents, then imported the Contacts with parents.
Everything seems to have matched up ok and uses the SuiteCRM generated ID’s.
One challenge I ran into was that the import dropped any accentedn characters in Contact names, plus the character after it.
I have about 300 names that need to be corrected. I have them from the Salesforce export with the Salesforce ID so I wanted to add my custom Salesforce ID to the global search.
I found some instructions the say to edit a file in the legacy/custom/modules/Contacts/metadata folder but when I try to go to the metadata folder I get “-bash: cd: metadata: Permission denied”
If I list the directories I get - drwxrws— 2 www-data www-data 4.0K Feb 9 12:52 metadata
The install script appeared to have updated the permissions necessary during install, so I’m not sure how to fix this.
Any suggestions are appreciated.
Thanks,
…Dave