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    Kyle Crew
    Add Secondary Contacts to Incident via Data Import WizardAnswered
    Topic posted December 14, 2017 by Kyle CrewGreen Ribbon: 100+ Points 
    70 Views, 1 Comment
    Title:
    Add Secondary Contacts to Incident via Data Import Wizard
    Content:

    Is there a way to use the data import wizard to add Contact IDs to Incidents as secondary contacts?  I know you can batch-upload to set the primary contact, but I need to update a very long list of Incidents with secondary contacts.

    If the data import wizard isn't an option, I'm assuming there has to be another way to automate the process of adding Contact IDs to Incidents as secondary contacts?

    Best Comment

    Bastiaan van der Kooij

    Kyle,

    like you said; the data import wizard does not support this, so you need to customize this. I guess the easiest way would be to still use the data upload wizard and upload the secondary contact ID's into custom fields. Then you can use a simple Custom Process to store these contacts as secondary contacts. You can browse the forum to find examples of CPM's and work your way from there. Just make sure you check the option "Run External Events/CPMs" in the Data Import Wizard.

    Bastiaan

    Comment

     

    • Bastiaan van der Kooij

      Kyle,

      like you said; the data import wizard does not support this, so you need to customize this. I guess the easiest way would be to still use the data upload wizard and upload the secondary contact ID's into custom fields. Then you can use a simple Custom Process to store these contacts as secondary contacts. You can browse the forum to find examples of CPM's and work your way from there. Just make sure you check the option "Run External Events/CPMs" in the Data Import Wizard.

      Bastiaan