Hi @ABurn ,

Ran into the same challenge last year - this is how I solved it:

3 Migrations Jobs

MJ1 = CREATE_TABLE_FROM_FILE

 When loading the data in MJ1 add a dummy column called LEAD_OBJID with a default value of ‘NO_OBJID’:

MJ2 = Use data loaded into IC table to create Business Lead, standard migration job using multiple methods:

You can see the last 2 methods are a bit different.

Method 60 is to mark the row as processed in the IC table to stop Leads from being uploaded more than once and to facilitate the updating of the Notes field.

You have to complete the following Source Mapping for Method 60:

Method 70 starts another migration job to update the BL Notes field:

MJ3 = Formatting Tab:

Method List Tab:

Source Mapping Tab:

Use the LEAD_OBJID dummy column to find the new Business Lead, a simple select to get the Objversion and enter the column name(s) from the IC table created in MJ1 as the Note (I am using a simple SELECT … FROM DUAL to format my note as per business requirements).

Maybe someone has a simpler way to do it but this works :-)

@ABurn - Haven’t tried adapting this to work as an Excel DM but not too confident it will work, hopefully someone else will swoop in with an answer.

Amazing, thanks. I’d still love to have a simpler way but will also check this out.

By the way I see that you’re inserting contact, I’ll need to do that too so will try to replicate.

Thanks!

No worries @ABurn. The source file for this job is a CSV output from iCapture (App for tradeshows and events).