{"id":604,"date":"2016-07-22T09:41:43","date_gmt":"2016-07-22T09:41:43","guid":{"rendered":"http:\/\/crmtiger.com\/blog\/?p=604"},"modified":"2021-03-09T09:02:25","modified_gmt":"2021-03-09T09:02:25","slug":"vtiger-customization-updates-import-with-relationship-settings-in-module","status":"publish","type":"post","link":"https:\/\/crmtiger.com\/blog\/vtiger-customization-updates-import-with-relationship-settings-in-module\/","title":{"rendered":"vTiger customization updates &#8211; Import with relationship settings in module"},"content":{"rendered":"<p dir=\"ltr\" id=\"docs-internal-guid-c2682a45-11eb-d8b4-772e-dbd28d4bdea1\">Hello Folks,<\/p>\n<p dir=\"ltr\">We implemented feature in vTiger to import data in child module to link respected parent record.<\/p>\n<p dir=\"ltr\">For example : If you have spreadsheet with list of the organization record with <strong>\u201cPrimary phone\u201d<\/strong> as key field and spreadsheet with list of the Contact record with <strong>\u201cHome phone\u201d<\/strong> as key field.<\/p>\n<p dir=\"ltr\">In above scenario if you wants to import records in contact module to link related field of organization module by considering phone # as key field than our solution will useful for you.<\/p>\n<p><a href=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/custom-mapping.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"1057\" height=\"293\" class=\"size-medium wp-image-605 aligncenter\" alt=\"custom-mapping\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/custom-mapping.jpg\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/custom-mapping.jpg 1057w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/custom-mapping-300x83.jpg 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/custom-mapping-1024x283.jpg 1024w\" sizes=\"auto, (max-width: 1057px) 100vw, 1057px\" \/><\/a><\/p>\n<p dir=\"ltr\">We added one more step in the import record step to match primary and secondary module key field as above.<\/p>\n<p dir=\"ltr\">Its very useful for those users with multiple spreadsheet with different key field as some company has SSN#,Phone# etc.. has key field.<\/p>\n<p dir=\"ltr\">Below is live example of the test import .<\/p>\n<ul style=\"list-style-type: none;\">\n<li><strong>1.<\/strong> Organization record list with data.<\/li>\n<\/ul>\n<p><a href=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/record-list.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"165\" class=\"size-medium wp-image-606 aligncenter\" alt=\"record-list\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/record-list.jpg\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/record-list.jpg 700w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/record-list-300x70.jpg 300w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<ul style=\"list-style-type: none;\">\n<li><strong>2. <\/strong> Import contact where <strong>\u201cOffice Phone\u201d<\/strong> is key field to map with <strong>Primary Phone<\/strong> of company.<\/li>\n<li><a href=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/contact-phone.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"1078\" height=\"380\" class=\"size-medium wp-image-607 aligncenter\" alt=\"contact-phone\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/contact-phone.jpg\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/contact-phone.jpg 1078w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/contact-phone-300x105.jpg 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/contact-phone-1024x360.jpg 1024w\" sizes=\"auto, (max-width: 1078px) 100vw, 1078px\" \/><\/a><\/li>\n<\/ul>\n<ul style=\"list-style-type: none;\">\n<li><strong>3. <\/strong> Settings in step#2 above will link organization as related field in contact\u2019s record.<\/li>\n<li><a href=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/organization.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"796\" height=\"245\" class=\"size-medium wp-image-608 aligncenter\" alt=\"organization\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/organization.jpg\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/organization.jpg 796w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2016\/07\/organization-300x92.jpg 300w\" sizes=\"auto, (max-width: 796px) 100vw, 796px\" \/><\/a><\/li>\n<\/ul>\n<p>We will keep you posted with more implementation and configuration.<\/p>\n<p>Let us know if you needs more information on this<br \/>\n<a href=\"https:\/\/crmtiger.com\/contact-us.html?utm_source=blog-nm&amp;utm_medium=crmtiger-nm&amp;utm_campaign=del-module-vtiger-nm\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"160\" class=\"alignnone size-medium wp-image-2316\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2020\/11\/CRMTiger.jpg\" alt=\"\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2020\/11\/CRMTiger.jpg 650w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2020\/11\/CRMTiger-300x74.jpg 300w\" sizes=\"auto, (max-width: 650px) 100vw, 650px\" \/><\/a><\/p>\n<div style=\"background-color: #eeeeee; border-radius: 10px 10px 10px 10px; padding: 5px; height: 100px; margin-right: 5px; margin-top: 5px; position: relative; float: left; width: 500px;\">\n<p><strong>Do You Need More Information ?<\/strong><\/p>\n<p style=\"margin-top: -20px;\"><strong style=\"color: #000000; font-size: 8pt;\">For any further information \/ query regarding Technology, please email us at <a href=\"mailto:info@crmtiger.com\">info@crmtiger.com<\/a> OR call us on <strong style=\"color: #f65b0b; font-size: 10pt;\">+1 630 861 8263<\/strong>, Alternately you can request for information by filling up <a href=\"http:\/\/crmtiger.com\/contact-us.html\">Contact Us<\/a><\/strong><\/p>\n<p>&nbsp;<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Hello Folks, We implemented feature in vTiger to import data in child module to link respected parent record. For example : If you have spreadsheet with list of the organization record with \u201cPrimary phone\u201d as key field and spreadsheet with list of the Contact record with \u201cHome phone\u201d as key field. In above scenario if [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[],"class_list":["post-604","post","type-post","status-publish","format-standard","hentry","category-vtiger-6-4"],"_links":{"self":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/604","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/comments?post=604"}],"version-history":[{"count":10,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/604\/revisions"}],"predecessor-version":[{"id":2500,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/604\/revisions\/2500"}],"wp:attachment":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/media?parent=604"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/categories?post=604"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/tags?post=604"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}