When i carry out a Company data upload i have a column in the excel Document Titled Salesman and i mapped it to the account Manger Field. The "Match User Fields" setting is set to First Name Last name. At the preview point everything looks OK, however when i carry out the upload it does not assign the salesman. The Assigned to field says it needs an integer instead of a name.
Any help would be appreciated
Hello have you see this guide? https://help.sagecrm.com/workbooks/DataUploadWorkbook/
Hi, When i try to assign a user to a company during the data upload it asks for the user in integer form.