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First thing, I tested an import with a group of activities that has the series field still intact and it imported properly as a series. Thank goodness! Actually, THANK YOU AUDISHO!!!!!!
But now I need your assistance adressing the issue with my groups of activities that are missing the series field.
As you can see, Mrs. Cook's is a series in ...
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OWhat kay, I think I get it.
One problem, not all of my series have that series row. This example is a series that I just checked to make sure that it does in fact exist as a series in our CRM.
This one, which also exists as a series in our CRM does have a row that says series.
What do I do about the ones without the series row?
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Maybe I am misunderstanding, I do not see Series record as an option of something that I can export from my old CRM. Where is Series record?
Thanks again for all of your help man, sorry if I am misunderstanding and it is something super simple.
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Alright, I had a look at the data and the RecurrenceRecordID field is blank after running the new button.
I only migrated one series over, it consisted of about 22 activities.
The proces only took a few seconds to run.
When I imported the activities I did include the Recurrence Type field, the Recurrence Type that exported from my old account ...
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thank you again Audisho!
I did as you said and when I clicked the new button it did not give me the error.
However, nothing has changed and my occurrences are still not in series:(
What should I do now?
Maybe export them and see if the recurrenceID had changed?
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hank you again Audisho, that is what I thought but wanted to check with you to be sure.
I have another problem, I imported evrything for mytest run and my fields all matched up and I have my oldrecordID and oldrecurrencerecordID getting where they need to go in my new activity table but when I run the button I am getting an error in ...
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Thank you Audisho!
This is very helpful and I really appreciate your screenshots. I have a quick question. Do I need to end the loop at some point?
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I am trying to move my activities from our old account connected to QB desktp to our new account connected to QB online and keep them in series and not movin over as individual occurences.
I have created new columns in my new method account in activities called OldRecordID and OldRecurrenceRecordID and now need to import the data into a screen I ...
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I see what you mean, I neglected to mention that when I choose "To existing field" I get an error for that field unless there is a dropdown box as you can see to the far right of the first picture I posted. Sorry, the way I worded it before was not done well. The option does appear but unless the dropdown appears as well it doesn't ...
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Thank you Audisho, I appreciate your help.
Yes I have watched the videos but unfortunately they were not helpful:(
I will elaborate and see if there is something else I may be missing or if you think I should contact support.
I follow the instructions exactly. I begin by exporting a table from the new account so that I have all of the ...
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