InaPlex Forums

GMPE 8.5.2.8 Inaport 7.1.9256 I'm trying to create new opportunities from an Excel spreadsheet of data. Couple of questions: The _Opportunity table mapping shows three user defined fields that aren't in my database and doesn't show the udf's that are. Is this a known issue? Am I right in thinking that I have to populate the OPID i.e. Inaport creates the Recid but not the OPID? Notes: there's a field to map to notes but they don't show - is this because of the link to the new Notes table in PE?

Hi Stuart

Inaport will populate the OPID field, but you can override if you want to.

There are no user defined field s in the standard map; some of the standard fields are given more meaningful names, such as:

ActualClose = CLOSEDDATE
OpportunityName = NAME
ForecastAmount = FORAMT

Currently Inaport does not check for UDEF fields in the opportunity table - I have logged this as a feature request. As a work around, you could add the OPPORTUNIY table as a child of _Opportunity, with operation "Update Single Match" and the relationship tab set up with #RECID as both the primary and foreign key.

The OPPORTUNITY table is a "raw" version of the _Opprtunity table - it has no business logic on it. This allows you to map whatever you like to it. By using the _Opprtunity table as teh top table, Inaport will create a correct opp; you can then hit the same record and populate the UDEF fields.

Writing to notes hsould work - we will have a look and see if it is a bug. If you can send through a debug log and a PDF of the profiel, that would be useful.

Regards

Admin