RIM: Synch Customers and Vendors with Contacts

Jaana

Hi there,

did anyone try to import Customers and Vendors with the RIM with the Relationship Management Setup Synchronisation enabled?
I did it... for all Customers and Vendors will be one Contact automatically created and linked to the Customer / Vendor. Unfortunately, the RIM doesn't synchronise the address fields into the new contact. Only if there is data in the field Contact the RIM seems to work - both the Company and the related Person Contact contain the address fields.

If you have a solution to synch the Adressfields without creating a Contact person, please let me know... By the way: When I create a Customer or Vendor manually, all address fields are copied into the Contact, so no setup problem...

Thanks for help!
Jaana

errorhandler

in order to have all fields available in the Contact, make sure to enable the 'Validate' field in the Migration Overview when imorting Customers/Vendors.
Non-validated fields will not be copied form the Customer/Vendor to the related Contact