Bulk adding/updating Plans

Since there is a known issue using the Plans utility in V15 and it will only let me process 20 accounts at a time without erroring out, does anyone have a SQL query to add plans and workers?

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  • Hi Tara, 

    I had to upload over 6000 plans recently and encountered the same issue and could only upload 30 at a time - I worked out that it would take me days to get them all done.

    I wrote some very sloppy code to get the job done (used excel to concatentate values to import into the tables so I could check my work before import).

    My plans were all for the same campaign. I was able to work out the fund and other values based of Vlookup data in the excel. 

    I had no time to write proper code (I just had to get the job done). Ran it in Test first to work out the kinks.

    I'm a ramp user and hit on some issues where even with SQL you can't update more than 1000 rows at a time. 

    It was fiddly but I was able to get them all up and running with a bit of prep in a couple of hours.

    I can share this with you if you like. Its by no means perfect but might help if you have a lot of plans to update.

    Thanks

    Louise

  • Hi Louise!

    We are also having this major problem and I would love to take a look at the code you used for the import as it looks like we will need to figure out how to add these in the backend.

    Thank you!!

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