Using Dynamics CRM 2013 on-premise version. Brand new install, never used Dynamics before.
Using the supplied XML import templates, I am able to import Accounts and Contacts but can't seem to link them such that when you view an Account you see a list of contacts, or when you view a contact it has the associated company name.
I've tried mapping this literally at least 20 different ways, using a zip file to import both accounts and contacts in one file or uploading them separately. Pretty simple field set up in my source files, which are from the import templates but with a few extra fields at the end, like Company ID:
Accounts: Company ID, Company Name, Phone, etc.
Contacts: First Name, Last Name, Company ID, etc., where Company ID is a foreign key for the field in Accounts
Let's assume I've successfully imported Accounts where the field Account Number was mapped to my Company ID, so now I want to import/associate Contacts. This is what I put in the field mapping wizard:
Company ID (Source) = A lookup field called "Account Number", related record type is Account, referred field is "Account Number"
Company Name (Source) is empty, but the default map = A lookup field called "Company Name", related record types are both Account and Contact, with referred fields being "Account (Primary Key); Account Name" and "Contact (Primary Key); Full Name" respectively.
Contacts are imported, but not associated, as mentioned above.
Help?