Hi Ron, My preferred way to do something like that is through a PartyRelationship entry. I think It is the cleanest solution and has a fromDate, thruDate, statusId, and a relationshipName which makes it robust for history tracking purposes.
The above assumes no product exists in the mix. Regards, ----- Original Message ----- From: "Ron Wheeler" <[email protected]> To: [email protected] Sent: Wednesday, 14 January, 2015 7:08:17 PM Subject: Re: Account Data Import: Does anyone have any ideas about what would be the best way to "assign" a salesperson to a customer Party? The simplistic way is to make the name an attribute of the customer Party. Is there are better intermediate entity? Ron On 12/01/2015 11:15 AM, Ron Wheeler wrote: > I am just putting together an example of how to use ADTransform to > prepare product data to go into OFBiz. > > If you would could send me some sample data in Excell, I would prepare > the ADTransform configuration to create the XML import file required > to load Party data. > You could then use ADTransform to prepare the real data for import. > > Ron > > > On 12/01/2015 3:34 AM, Jacques Le Roux wrote: >> Nothing specific, but here are few ways: >> https://cwiki.apache.org/confluence/display/OFBIZ/Handling+of+External+data >> >> https://cwiki.apache.org/confluence/display/OFBIZ/Import+Data+Using+Apache+POI+api >> >> >> https://cwiki.apache.org/confluence/display/OFBENDUSER/OFBiz%27s+Data+File+Tools >> >> >> >> Jacques >> >> >> Le 12/01/2015 05:17, Tom Running a écrit : >>> Mass Account Data Import: >>> >>> I am trying out version 13.7.01 >>> Under SFA Manager, Accounts User Interface. >>> >>> I have lot of account records from an excel spreadsheet that I want >>> to import to the Accounts table (not sure if it call account table or >>> something else). >>> These are the fields within the Accounts UI that I want to import. >>> >>> PARTY ID >>> EMAIL ADDRESS >>> PHONE NUMBER >>> CITY >>> COUNTRY >>> ASSIGN TO >>> >>> >>> Would you provide some guidance on how to accomplish this. >>> Perhaps, what table is handling the Accounts information? >>> How to go about import the data? >>> >>> Is there an import template (batch job) available some where? >>> >>> Thank you. >>> Tom >>> >> > > -- Ron Wheeler President Artifact Software Inc email: [email protected] skype: ronaldmwheeler phone: 866-970-2435, ext 102
