SAP Knowledge Base Article - Public

2728438 - Error "Please enter an account" While Importing Leads Using Data Workbench

Symptom

Error "Please enter an account" occurs when importing leads using data workbench, but you find that in template field definition account related fields are not set as mandatory.

Environment

Cloud for Customer

Reproducing the Issue

1. Go to Data Workbench Work Center
2. Select Import view
3. Select Insert
4. Select Individual Object
5. Select Object Lead
6. Confirm Mapping and select Next
7. Select Import Data

Cause

Lead object normally has 2 scenario:

1) Create a lead with active account and contact (contact is optional), active means those account and contact already exists.(same for individual customer ). It requires to input at least 2 mandatory fields:  lead name and account party ID
2) Create a lead with inactive account and inactive contact, inactive means those account and contact does NOT  exist. (same for individual customer). It requires to input at least 3 mandatory fields:  lead name  and company name and contact last name (contact last name could be optional based on BC scoping question)
 
So in lead data workbench, we only can set lead name as mandatory, since it needs to support above 2 scenario, user could input account party id for 1) or company name for 2).

Resolution

For scenario 1),you need to provide a existing account party ID, existing contact party ID (optional) and should NOT input contact last name(for inactive contact), and should keep all account input and contact input to empty ( e.g. account street, account country,  contact phone, contact email) since it is already provided by existing account contact, in the customer works center.

For scenario 2), you need to input  lead "name", "Company", "contact last name " as mandatory (You should not input value in the account party ID, since this is for scenario active account)

See Also

2645776 - Error "Please enter a party with role Account" While Migrating Leads Using Data Workbench Work Center

2655023 - Contact Last Name Field Is Mandatory in Leads

Keywords

Data Workbench; Lead , KBA , LOD-LE-MKT-LEA , Lead , How To

Product

SAP Cloud for Customer all versions