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Importing Records utilizing an External ID located on a Parent Object

Pugs_Validity
Validity Team Member
Validity Team Member

The instructions below detail how you can utilize the Import module to insert child objects soley using a external ID located on a parent object. 

  • For this process, weโ€™ll be utilizing the Import module and perform an
    Upsert operation.
  • This process will work with either an Org-to-Org operation or utilizing an
    import file.
  • In this example, weโ€™ll be inserting Opportunities onto Accounts using an
    External ID field on the Account object.

Step 1: We will select the Import Module and upload our file as our source.
Weโ€™ll be doing an Upsert operation utilizing the Match Conditions method.
First, weโ€™ll select our desired child object (Opportunity), followed by the
parent object (Account) containing the External ID field.

Step 2: Next, weโ€™ll map the fields we want to bring in from our source. For the
child object (Opportunity), weโ€™ll map all fields from our file that weโ€™ll want to
have on the newly created record. For the parent object (Account) holding the
External ID, that ID is the only field weโ€™ll need to map.

Step 3: Move onto the Record Selection Criteria step. On the next page, weโ€™ll
want to condition the child object to ID (Opportunity ID) = empty/blank. This
will ensure our file doesnโ€™t match a child object already in our system. On the
right side of the page, weโ€™ll select all fields on the objects we would like to
preview before executing the job.

Step 4: Next, weโ€™ll need to start matching records. When matching the child
object (Opportunity), we can select any single field we would like. This is a
false match step, since we already conditioned to only consider child object
records (Opportunities) that have no Salesforce ID during the Record
Selection Criteria process.

Step 5: When matching to the parent object (Account), weโ€™ll want to match
solely to the External ID and instruct DemandTools to create the child object
(Opportunity) upon matching to the parent object (Account) with the
corresponding External ID.

Step 6: For our Final Matching Conditions, weโ€™ll want to instruct DemandTools
to Do Nothing.

Step 7: Weโ€™ll preview and confirm our results prior to executing the
Import.

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