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Bulk Upload C&P Relationships using Data Loader

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  • CnP.Support
    replied
    Good day!

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

    Leave a comment:


  • dstephens
    replied
    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?

    Leave a comment:


  • CnP.Support
    replied
    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?

    Leave a comment:


  • dstephens
    started a topic Bulk Upload C&P Relationships using Data Loader

    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?
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