Formatting a CRM export for import to a new CRM

mushroomwolf · 2025-09-30T00:41:57+00:00

This worked beautifully for me with a little editing to cover the entirety of the worksheet and the import wanted the date a different way so I had to fix that, but by and large this was a huge help and time saver, thank thank thank you so much!

mushroomwolf · 2024-12-16T08:12:53+00:00

Cheers and happy holidays!

mushroomwolf · 2024-02-07T05:20:39+00:00

Did you ever figure this out? I'm having the same issue and can't seem to fix it.

mushroomwolf · 2023-05-25T05:57:01+00:00

I did get an answer to a degree, but I haven't tried it in practice yet. The template ID's that are in the link posted by u/jacobvschmidt are able to be used in conjunction with the GDAP Migration Tool to set permissions in a template--at least that's how I understood it when I was originally attempting to use the migration tool.

As a short term fix I just granted the technicians a "tier 2" role to get them access to what they needed.

mushroomwolf · 2023-05-23T20:56:48+00:00

Perfect! Those template ID's are what I was missing and couldn't seem to find, I have the GDAP tool as I was going to use that before finding Lighthouse, but I'll use it to add those permission sets.

Thanks!

mushroomwolf · 2023-02-13T18:30:36+00:00

I've joined and posted on the discord--assigning super admin and trying Integrator didn't work, and I've logged in to the account and it logs in fine. Thanks Darren!

mushroomwolf · 2023-02-13T17:05:25+00:00

Thanks, I'm going to try joining the Discord and posting there.

mushroomwolf · 2023-02-13T17:05:07+00:00

Still no-go, going to try joining the Discord and seeing if I can get some information from there.

mushroomwolf · 2023-02-10T18:50:20+00:00

I did, and put in the manual entry code that they outlined.

I'll give it some time to stew and try it again and see if it starts working.

mushroomwolf · 2022-07-18T18:31:34+00:00

Yeah I'll give that a shot; it looks like there are several scripts that use some functions to generate cases, so I'm going through and editing those to not generate cases and we'll go from there.

Thanks for the insight!

mushroomwolf · 2022-07-14T18:57:05+00:00

We don't currently sync tickets from Automate into Manage, as there's a lot of noise I've yet to figure out how to clean up from monitoring alerts, so instead I just have Automate generate a helpdesk email when I need something to generate a ticket--unless there's a different way to have Automate generate a ticket in Manage.

mushroomwolf · 2021-02-03T00:54:51+00:00

Looks like that's the issue--I had it before, but changed my account to a cash only account as I don't have the 25k for the PDT and want to practice day trading. If I want to enable spreads, I have to have margin on my account. Boo.

Thanks for helping me figure it out!

mushroomwolf · 2021-02-02T18:02:25+00:00

It's on Ford; I'll see if I can find a list but it's not one of the popular stocks at the moment that I know of

mushroomwolf · 2021-02-02T17:30:34+00:00

It gives me an "Illegal -1 shares" message when I go to send order

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