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Matt Gentry

Sage CRM Import Lead Issue

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I think I have run into an issue with importing Leads to Sage CRM. I am trying to import leads and assign them to Susan Maye. I have uploaded them and told the Upload Configuration to assign to Susan. It did not. I then created an ‘Assign_to’ field in the spreadsheet and tried to map the field. It did not. Neither upload method populated the field. Please see screenshots below.

I wasn’t able to find anything in Sage City nor the KB.

Parents Reply
  • 0 in reply to Guy Cecil

    I have tried 'Susan Maye', 'MayeS', and '78441508327527' (the user_CRM_SID). None of them work.

    'Susan Maye' does not return an error for the 'Assign To' field. 'MayeS' and '78441508327527' return errors about an improper data type for the 'Assign To' field. The error is:

    Type Details                                  Row Column Mapped to Value
    Warning Error - Invalid Integer Value.           2 15 lead_assigneduserid 78441508327527
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  • 0 in reply to Matt Gentry

    I'm not sure it is necessarily relevant if you are not able to import an integer but you would have to import the user_userid field.

  • 0 in reply to Matt Gentry

    78441508327527 will be incorrect, you're not looking for her SID number, but her user_userid number as per the user table, I can't remember the demo data off the top of my head but will be a 2 digit number at most. 

    You can then import against this, SID is a 'session ID' not a user ID so the import wont understand it. 

    I have used this concept before for live imports, importing the user's ID to the lead_assigneduserid, making sure I select that is the option I using as well in the mapping options

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