Answered

Importing Opportunities and Organization Information

I have one CSV file with date to import into Opportunities and into Organizations. I can't find the correct field names to map to. How do I determine what field the "User Responsible" would map to? I see "User Responsible email address", but not "User Responsible".

0

Comments

1 comment
  • Hi David,

     

    Thank you for reaching out to us!

     

    The User Responsible email address is the correct field to map to. Insightly will then match the user email address to the correct user and show them as the User Responsible.

     

    I hope this helps!

    0
    Comment actions Permalink

Please sign in to leave a comment.