What is the secret to formatting an Account type f...
# csvimportsr
reptar
07/19/2023, 7:57 PMWhat is the secret to formatting an Account type field for a csv upload? I've tried just using {#####}, {##### Name}, {Name}, changing the field type to internal id and using that within the CSV import settings, nothing works. I've tried dozens of times.
k
Karina
07/19/2023, 8:22 PMare you trying to upload a COA record?
r
reptar
07/19/2023, 8:58 PMno, its a custom field on projects
k
Karina
07/19/2023, 9:29 PMso it is not related to the native account type? Is this a custom field?
r
reptar
07/19/2023, 10:01 PMIs is, it's a list/record of type Account
m
MGBC
07/20/2023, 1:49 AMWhat error are you getting in the csv response?
r
reptar
07/20/2023, 2:11 PMInvalid custentity_dw_adj_account reference key 1035. This time I used internal IDs. They are all correct and 5/15 succeeded.
reptar
07/20/2023, 2:11 PMIt's been a headache like this every time I've ever done accounts.
reptar
07/20/2023, 3:57 PMResolved. No idea why internalId doesn't work properly, but the format it wants is {Child Acct #} {Parent Acct Name} : {Child Account Name}.
k
Karina
07/20/2023, 4:01 PMYeah!!! but this is is not account TYPE, this is account NAME, and because of this native set up you do not have to use it, just use internal IDs of accounts, and you will be golden
m
MGBC
07/20/2023, 11:49 PMGood to hear it’s resolved. I always struggle to import accounts as well. Projects are similar too
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