XLS Import Issue With Source of Lead field

[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.

 

[Leonid S. Knyshov // SBS Expert]

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
Crashproof Solutions
510-282-1008
Twitter: @wiseleo
http://crashproofsolutions.com
Microsoft Small Business Specialist
Try Exchange Online http://bit.ly/free-exchange-trial
Please vote "helpful" if I helped you

 

[CheesePlant]

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.

 

[Leonid S. Knyshov // SBS Expert]

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
Crashproof Solutions
510-282-1008
Twitter: @wiseleo
http://crashproofsolutions.com
Microsoft Small Business Specialist
Try Exchange Online http://bit.ly/free-exchange-trial
Please vote "helpful" if I helped you

 

[CheesePlant via OfficeKB.com]

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.

[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.