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Bulk Upload C&P Relationships using Data Loader

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  • Bulk Upload C&P Relationships using Data Loader

    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?

  • #2
    Good day @DStephens:

    Have you considered using our C&P Importer?

    Click image for larger version

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    We offer a template that matches our fields and will import it into our objects.

    Will that work?
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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    • #3
      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?

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      • #4
        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

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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