XLS Import Issue With Source of Lead field

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C

CheesePlant

Hello,

When I import a spreadsheet into BCM 2007 it displays the error "Field is

unknown or this field value is not settable."

This error is displayed because the 'Source of Lead' data in the spreadsheet

is not in the defined 'Source of Lead' list in BCM. I have thousands of

records and can not manually enter all the sources.

Is there anyway I can import the leads from the spreadsheet without having to

define the 'Source of Lead' list?

Thank you.
 
L

Leonid S. Knyshov // SBS Expert

On 3/24/2010 8:13 AM, CheesePlant wrote:
> Hello,

> When I import a spreadsheet into BCM 2007 it displays the error "Field is
> unknown or this field value is not settable."

> This error is displayed because the 'Source of Lead' data in the spreadsheet
> is not in the defined 'Source of Lead' list in BCM. I have thousands of
> records and can not manually enter all the sources.

> Is there anyway I can import the leads from the spreadsheet without having to
> define the 'Source of Lead' list?

> Thank you.
>


I'd add a column in the spreadsheet and populate it with one source.

Sounds like mapping of fields is not done correctly.

Do an export from BCM and use it as a guideline for creating an import

document.

Leonid S. Knyshov

Try Exchange Online http://bit.ly/free-exchange-trial

 
C

CheesePlant

Leonid S. Knyshov // SBS Expert wrote:
> > Hello,
> >

> [quoted text clipped - 9 lines]
>

>> Thank you.


> I'd add a column in the spreadsheet and populate it with one source.
> Sounds like mapping of fields is not done correctly.

> Do an export from BCM and use it as a guideline for creating an import
> document.


The mapping works fine. In the "Source of Lead" field inside BCM I created a

test Source and imported a test record it went in fine. Its as if I have to

manually create all the Sources inside BCM before it will import.
 
L

Leonid S. Knyshov // SBS Expert

On 3/24/2010 8:31 AM, CheesePlant wrote:
> Leonid S. Knyshov // SBS Expert wrote:
> >> Hello,
> >>

> > [quoted text clipped - 9 lines]
> >
>>> Thank you.

>

>> I'd add a column in the spreadsheet and populate it with one source.
> > Sounds like mapping of fields is not done correctly.
>

>> Do an export from BCM and use it as a guideline for creating an import
> > document.


> The mapping works fine. In the "Source of Lead" field inside BCM I created a
> test Source and imported a test record it went in fine. Its as if I have to
> manually create all the Sources inside BCM before it will import.
>


That is exactly correct.

BCM does an INSERT statement and apparently checks for validation to

existing sources. The likely reason for this is so you don't wind up

with a split records base just because someone made a typo on the source

field.

It should not be hard to have someone write you a bit of custom code to

generate such sources inside BCM programmatically.

I'll work on such a thing. Thanks for the idea.

Leonid S. Knyshov

Try Exchange Online http://bit.ly/free-exchange-trial

 
C

CheesePlant

Thank you, how do you put custom code into BCM? For now I've had to create a

custom field called "Sources". Its a bit of a messy nightmare.

Leonid S. Knyshov // SBS Expert wrote:
> >>> Hello,
> >>>

> [quoted text clipped - 11 lines]
> > test Source and imported a test record it went in fine. Its as if I have to
> > manually create all the Sources inside BCM before it will import.


> That is exactly correct.

> BCM does an INSERT statement and apparently checks for validation to
> existing sources. The likely reason for this is so you don't wind up
> with a split records base just because someone made a typo on the source
> field.

> It should not be hard to have someone write you a bit of custom code to
> generate such sources inside BCM programmatically.

> I'll work on such a thing. Thanks for the idea.


 
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