CRMfusion Forums

Can PeopleImport be used to Import Person Accounts?  


Anja Miller
Data Sidekick Admin
Joined:4 years  ago
Posts: 59
March 31, 2017 12:57 pm  


Can PeopleImport be used to Import Person Accounts?



PeopleImport CANNOT be used to import Person Accounts. It is only for Contacts and Leads and will always require that an Account Name be mapped. The "Account Name" field in Person Accounts is a formula field which pulls the First and Last Name fields to create the Account Name and as such cannot be directly inserted or updated. 

However, the MassEffect module in DemandTools can be used to insert Person Accounts. When importing, will need to map over the Person Account Record Type ID. The Discovery module in DemandTools can be used to determine if any of these records already exist in Salesforce before inserting.  A condition to only match to Accounts where the "ispersonaccount" field is TRUE (or where recordtype = person account) will be needed when selecting which Accounts to match the input file to. The "Account Name" field cannot be used in the matching, instead use the first and/or last name fields. This will also allow the option to use the "FirstName" mapping type when matching on first names.


Edited: 1 year  ago

Anja Miller
Marketing Manager
CRMfusion, Inc.

Olivia Hinkle
Data Super Hero Admin
Joined:1 year  ago
Posts: 305
July 5, 2017 2:46 pm  

PeopleImport CAN be used to COMPARE to Person Accounts. Since Person Account records have an Account ID (a record starting with 001) and a Contact ID (a record starting with 003) matches can show up in Contact Match steps and Existing Account - New Contact Match steps. 

Only records that show in the Contact match steps will accept an update (an error may occur here if Account fields are also set to update). Account matches (in the existing account - new contact step) will not accept the update and result in an error.

Olivia M.J. Hinkle
Product Adoption Manager