Bulk Transfer Relationships

If you have a lot of relationships that you want to transfer to different account managers, then you may benefit from using the Dataloader functionality to upload a file of the transfers you wish to perform and allowing the Dataloader to do this for you. We recommend that the first time you use this functionality, you use a small file with a couple of relationships so you can test out the functionality and make sure you are happy with it. Once you are happy, then you can upload a larger file containing all the relationships you wish to transfer.

If you have not used the Dataloader before, you will need to contact QV Systems Support Hub and ask for permission to use the "Relationship Set Account Mgr" mapper. Once you are setup, you can access the functionality at https://dataloader.quotevineapp.com using your normal Accelerate credentials.

You will need to prepare a CSV file of the relationship id's that you wish to merge. The email address of the account manager, as used in Accelerate, should be in the first column, followed by a list of relationship ids that should be transferred to that user e.g.

This CSV file would transfer relationship ids 123456, 124567 and 982304 to the account manager with the email address anne@example.com, relationship 34562 to the account manager with the email address betty@example.com, and relationships 112233 and 334455 to the account manager with the email address chris@example.com. It would perform each of these deletes in turn, so 123456 would be transferred first and then 124567. The file should only contain this information, it should not contain headers and the email address should be exactly as used within the Accelerate application. The file can either contain one relationship per line or multiple relations on the same line, as in the example above. So in the example above, we could have produced a file with one relationship per line which would do the exact same thing e.g.

Once you have prepared your CSV file, go to https://dataloader.quotevineapp.com and login with your Accelerate credentials. Select 'Relationship Set Account Mgr' as the Data Type and choose the file you wish to upload, then click “Next”:

You will then be presented with a preview of the data uploaded from the file, you should confirm that the data looks correct and the count of records matches the file to ensure that the file was uploaded as expected:

Clicking “Confirm” will perform all the transfers. You will see a thank you page and the processing will happen in the background. Once you see the “Thank you” page, you are free to upload another file or close the tab, you will receive an email when the transfers have finished. This email will provide details of how many records were successful and if there were any errors, details of which relationships had an error and what that error was.