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I have a client who is migrating to Salesforce and is interested in bulk uploading relationships into the C&P Relationships section using the Data Loader. Do you know of a way to access that data and upload it that way, or will they need to do it manually?
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Good day @DStephens:
Have you considered using our C&P Importer?
We offer a template that matches our fields and will import it into our objects.
Will that work?Regards,
Click & Pledge Support Department
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I have used the Importer for uploading transactions that didn't go through, but I was not aware of a template for working with your other objects. Where can I get the template for uploading C&P Relationships into Salesforce?Comment
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Good day!
The relationships cannot be uploaded as batch as of this moment. It is something that will be added in 2014 Q1 release.Regards,
Click & Pledge Support Department
On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpCComment
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