Question

Match Opportunities With People - Help Article Not Up-to-date

  • 6 December 2023
  • 1 reply
  • 9 views
Z

Hello, 

 

I am trying to match up my Opportunities to my People using this workaround: https://support.copper.com/hc/en-us/articles/115002803763-Add-a-Copper-ID-to-the-People-record to create a merge-able set of data that I can merge and migrate elsewhere.

The problem is, it is out of date. There is no “ProsperWorks ID” as indicated in Step 7.

We need to move forward with our migration. Any help would be greatly appreciated. 

1 reply

Z

Figured it out with this article: https://support.copper.com/hc/en-us/articles/115003165403-Update-Records-on-Import

 

Was missing this piece: 

For the purposes of the workaround in the first article, you need to select 1. “Manage Matching Records”, 2. “Overwrite”, and 3. “Copper ID”

 

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