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Former Member
Jan 17, 2012 at 04:22 PM

Mass creation of relationsships


Dear Experts,

I have a CRM 7.0. I created a new relationship type "is Agent of". Now I want to maintain this relationship is about 30 accounts. Each account will have this relationship to about 50 other accounts.

My problem is, if I do it one by one in the WebUI, it takes a lot of time. But I have the business information in Excel. What would really help me is some screen where I can create all the relationships for an account at once.

So I would enter Acount 1234, then copy/paste 50 Acoount numbers from Excel, and then click "Create relationships of type is Agent of", and finished.

Is there any function like this in CRM? Or something similar I could use?

Any help is highly appreciated!

Best regards,