If you have a lot of relationships that you want to transfer to different account managers, then you may benefit from using the Dataloader functionality to upload a file of the transfers you wish to perform and allowing the Dataloader to do this for you.
We recommend that the first time you use this functionality, you use a small file with a couple of relationships so you can test out the functionality and make sure you are happy with it. Once you are happy, then you can upload a larger file containing all the relationships you wish to transfer.
If you have not used the Dataloader before, you will need to contact the Support Team and ask for permission to use the "Relationship Set Account Mgr" mapper.
You will need to prepare a CSV file of the relationship id's that you wish to merge. The email address of the account manager, as used in Accelerate, should be in the first column, followed by a list of relationship ids that should be transferred to that user e.g.
[email protected],123456,124567,982304
[email protected],34562
[email protected],112233,334455
This CSV file would transfer relationship ids 123456, 124567 and 982304 to the account manager with the email address [email protected], relationship 34562 to the account manager with the email address [email protected], and relationships 112233 and 334455 to the account manager with the email address [email protected]. It would perform each of these deletes in turn, so 123456 would be transferred first and then 124567.
The file should only contain this information, it should not contain headers and the email address should be exactly as used within the Accelerate application. The file can either contain one relationship per line or multiple relations on the same line, as in the example above. So in the example above, we could have produced a file with one relationship per line which would do the exact same thing e.g.
[email protected],123456
[email protected],124567
[email protected],982304
[email protected],34562
[email protected],112233
[email protected],334455
Once you have prepared your CSV file, go to https://dataloader.quotevineapp.com and login with your Accelerate credentials.
Select 'Relationship Set Account Mgr' as the Data Type, click 'Next'.
Choose who to notify after the upload.
Select the file you wish to upload and click 'Upload'.
A preview of the data uploaded from the file will be presented.
Clicking “Confirm” will perform all the transfers.
Click below for detailed instructions.
Once a relationship transfer file has been processed, it is very difficult to undo. Therefore, please double check that your file is correct. There is validation in place to check that the relationship and account manager exist however if you mistype then it might still find a relationship or account manager and the results will be different to expected.
We recommend using the relationship report to generate the list of relationships with their associated ID.