Before I begin, I want everyone to know that I have spent days on this issue trying to resolve this myself. I have even gone so far as to completely reinstall SuiteCRM and test this with only two records on a brand new install.
Version 7.11.4
PHP 7.2
There are more fields being imported, but I am keeping this relevant here:
"Id","IsDeleted","Name","Type","RecordTypeId","ParentId"
"0016100001e33MDAAY","0","ACME - PARENT","","01261000000JzhL","000000000000000AAA"
"0016100001e33MIAAY","0","ACME - BRANCH","","01261000000JzhL","0016100001e33MDAAY"
The Accounts data from SF has parent companies and branches in the listing. As you can see, the parent ID of Acme - Branch is Acme - Parent.
I tried to follow these instructions: https://suitecrm.com/suitecrm/forum/feedback/5830-importing-data-from-salesforce-into-suitecrm#21303
1- export all your salesforce data
2- in suitecrm add 2 fields in each module called “salesforceID” and “salesforceParentID”
3- parse your salesforce account.csv export, get id, parentid, account name, all data you need
4- import account in suitecrm using api
5- parse your salesforce contactt.csv export, get id, parentid, contact name, all data you need
6- import contact in suitecrm using api , find parent account id in suitecrm by searching salesforceparentid, set the relation to parentid
7- do the same for all modules, cases, cases comments, emails, etc…
I created two fields, “salesforceID” and “salesforceParentID”. I have tried to make “salesforceParentID” a relate field back to Accounts so that ACME - BRANCH can show that ACME - PARENT is the parent. When I go to import the two rows, the Parent ID field says “Account ID of the Parent of this Account” but it does not work.
My question is: Is it matching on the SuiteCRM ID and not the Salesforce ID? If so, is there any way to change the way it is matching from inside SuiteCRM? Could I fix this if I programmatically change the database so that the SF Parent ID is the actual SuiteCRM ID?
Thanks for your help.