Organizational Importer

Greg H. shared this question ago

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When we run the script, will we get the option to skip manually like we do in customer merge.. the directions doesnt really explain all that so i was worried about clicking the run i was afraid i might loose data

This script will associate any Customer Records that share an Organization Name with an Organization Record

If an Organization Record doesn't yet exist with that name, a new one will be created
If a Customer Record is already associated with an existing Organization Record, it will be skipped

Run Script

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Comments (2)

Susan M. ● 21 months ago

It looks like you just Run Script and it does it for you...but I am not sure if this is working yet. I tested out on my account and I don't think it did anything

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Greg H. ● 21 months ago

thats why i was worried about clicking it

i would love to get all my companies under one umbrella etc but worry that it will mess up all my data :)

Thanks :)

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Casey Z. ● 21 months ago

Don't be such a chicken, Greg! Just try it and see what happens, LOL

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Greg H. ● 21 months ago

Oh idk about all that can't afford to have 1000's of leads messed up

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Casey Z. ● 21 months ago

Same. I'm not trying that until at least a few other people have tested it. Let me know if you try it.

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Greg H. ● 21 months ago

i was telling chad today.. i have a country club that has several buyers and we already have them set up as an organization for billing.. well some of the organization names was entered different so today a made them all the same and everyone of the contract showed up under the customers on the organzation tab and i didnt do anything other than manually fixing all the org names to the same thing :)

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