• How do I insert a lookup field from Pipedrive to SF

How do I insert a lookup field from Pipedrive to SF

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  • Last Post 3 weeks ago
0
votes
Yang Y posted this 14 February 2023

Hey there

 

I am trying Skyvia to migrate some data form Pipedrive to Salesforce. 

On the Pipedirve 'Person' object, we have a look up field , say Name2, which is a 'Person' object

On the Slaesforce 'Account' object, we also have a look up field in SF, say Account2, which is a 'Account' object.

 

I am wondering howt o do the mapping using Skyvia for import so that the Person record and it's look up filed got inserted at the same time to Salesforce?

 

Thanks

salesforce pipedrive migration
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Serhii Muzyka posted this 15 February 2023

Hi,

 

Thank you for contacting Skyvia Support.

 

Please be informed that we have received your request and get back to you with the response soon.

 

Best regards,

Serhii

0
votes
Serhii Muzyka posted this 16 February 2023

 

Hi,

We are really sorry for the inconvenience.

 

Could you give us more details what exactly you are trying to do and what is your scenario?

Feel free to use our Mapping documentation and let us know where you will have difficulties.

 

Should you have any other questions, don't hesitate to reach out.

 

Best regards,

Serhii

0
votes
Yang Y posted this 16 February 2023

Hey Serhii

 

We have a 'Person' type custom field on the Person object in Pipedrive. Field name 'Name2'

 

We also defined a lookup field (account) on the account object in SF. Field name 'Related Account'

 

We are mapping the Person object to the Account object

We are inserting new record and hoping that we can also create Account that has 'Related Account' field populated based on the 'Name2' field from the Pipedrive Perons record.

The custom field called 'Name2' (Person type) resides on the source Person record in pipedrive

e.g. The source Person record is with PersonID 650, when we query the Persons table by that ID

the field 'Name2' is returned like below:

{"active_flag":true,"name":"CoapplicantFirstName Coapplicant","email":[{"value":"","primary":true}],"phone":[{"value":"","primary":true}],"owner_id":13115543,"value":630}

Apprently it is a Person object with PersonID 630.

We are hoping to grab the PersonId from the custom field Name2, in this case 630, and query/look up on this ID to grab the person object related field (Name, Email, Phone etc) and create new Account record in SF

Is that doable?

 

Thans

 

Yang

 

 

0
votes
Serhii Muzyka posted this 17 February 2023

Hi Kevin,

 

Thanks for your patience with this request.

 

We think that this scenario is possible. We will try to reproduce it on our side and let you know the result.

 

Best regards, 

Serhii

0
votes
Yang Y posted this 5 weeks ago

Hey Serhii

 

Any updates?

Thanks

 

Yang

0
votes
Serhii Muzyka posted this 5 weeks ago

 Hi Yang,

 

Sorry for the delayed response.

 

We were trying to reproduce your scenario, but unfortunately, Lookup is not possible for this situation.

This is a custom field and it is returned as a JSON object, while Lookup cannot search only part of the content of the field.

 

However, we have created a request to our development team to investigate the possibility to return only the "value" part of the JSON.

In fact, everything else is not needed, the most important thing is a link to a related record, and it is contained in the "value" part.

 

I also want to assure you that once the investigation result is available, we'll immediately inform you here.

 

In case you have any additional questions or need any kind of assistance, kindly let me know. 

 

Best regards, 

Serhii

0
votes
Yang Y posted this 4 weeks ago

Hey Serhill

 

I also tried using the replace functino and find_string function to return the value field data of the JSON but it is not easy.

Please let me know if Skyvia will consider support the returning JASON value data in the future. It will be a big improvement.

 

Thanks

 

Yang

0
votes
Serhii Muzyka posted this 4 weeks ago

Hi Yang,

 

Thanks for your patience with this request!

 

We are still working on the possible solution for this situation. Please rest assured that once we have the result, we will let you know.

In case you have any additional questions or need any kind of assistance, kindly let me know. 

 

Best regards, 

 

Serhii

0
votes
Serhii Muzyka posted this 3 weeks ago

Hi Yang,

 

Thanks for your patience with this request!

 

We would like to inform you that we have added new columns to Products object

f_PersonId

f_UserId

f_OrgId

that contain only the value part of the JSON data.

 

In case you have any additional questions or need any kind of assistance, kindly let me know. 

 

Best regards, 

Serhii

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