Bulk Upload C&P Relationships using Data Loader

[dstephens]

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?

[CnP.Support]

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?

[dstephens]

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?

[CnP.Support]

Good day!

The relationships cannot be uploaded as batch as of this moment. It is something that will be added in 2014 Q1 release.