The TIBCO Platform is a real-time, composable data platform that will bring together an evolving set of your TIBCO solutions - and it's available now!
A chart showing the TIBCO Platform vision
Jump to content
Forums
Ask questions and gain insight from discussions

Adding a contact to an existing account


Joe DeNicola

Recommended Posts

I have a table of contacts that has these fields:

AccountName

LastName

FirstName

EmailAddress

I want to add these contacts to the account with the value in AccountName. The accounts already exist.

Using Scribe Insight Workbench, I have a Seek step that seeks in the "account" entity where "name" = AccountName.

Then I have an Insert step that inserts into the "contact" entity with data links on "lastname", "firstname", "emailaddress1" and I set "parentcustomeridtype" to 1.

When I run the job, it adds the contacts, but it always puts them on an account that is OUR company name, not the one in AccountName.

1) I thought that the Insert step would get "parentcustomerid" from the Seek step and automatically fill it in.

2) I also tried adding a formula to "parentcustomerid" of: DBLOOKUP(S1,"Adapter for Dynamics CRM 2011","account","name","accountid"). Stepping through the job, it shows that it is finding the GUID of the account in the data, but that is not the account it creates the contact for. It ALWAYS puts it on the account that is OUR company name.

This seems like it should be simple... what am I doing wrong with this

Thanks!

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...