View source for Exporting Companies and Contacts

You can also export the companies and contacts associated with the UTA item when exporting the item.  Using this technique these companies and contacts will be recreated within the receiving [[Instance|instance]] if they don’t already exist.

[[Image:Data10.png]]

1. Enter the following '''Sending to''' information.

[[Image:Data11.png]]
 
2. Click the '''Save''' button.

==Generating an Encryption Key==

Next you will generate the encryption that will be used to encrypt the information before sending, and decrypt after receiving in the other [[Instance|instance]].

* '''Generate a New Key''' - Select check box to generate a new security key (click '''Save''').
* '''Acceptance Key''' - Combination of '''Id''' and '''Alias''' (System applied).
* '''Decryption Key''' - Key code generated by system.
* '''Key Version''' - Version number of generated decryption key code.

1. Click the '''Generate a New Key''' check box.

[[Image:Data12.png]]
 
2. Click the '''Save''' button.

The '''New Key''' is generated.

[[Image:Data13.png]]
 
Later you will copy and paste this key into the receiving instance.

==Configuring Fields to Export==

The Level 1, Level 2, Level 3, company and contacts fields that need to be exported must be selected.  By default, NO FIELDS are selected.

1. Scroll '''below''' the '''Key Settings Section''' of the page.

[[Image:Data14.png]]
 
A series of tabs are used to display the fields for each [[Entity|entity]] that you may wish to export.  These consist of:
* '''Contract Fields''' – the standard and [[Custom Field|custom fields]] associated with the Level 1 items.
* '''Activity Fields''' – the standard and [[Custom Field|custom fields]] associated with the Level 2 and Level 3 items.
* '''Contact Fields''' – the standard and [[Custom Field|custom fields]] associated with contacts associated with Level 1, 2 or 3.   For contact fields the first name, last name and email address are always selected, as these fields are used to search for an existing contact in the receiving instance.
* '''Contact Company Fields''' – the standard and [[Custom Field|custom fields]] associated with contacts.
* '''Level 1 Company Fields''' – the standard and [[Custom Field|custom fields]] associated with companies associated with Level 1 items.
* '''UTA Contact Fields''' – [[Custom Field|custom fields]] associated with contacts associated with the Level 1 item through their UTA [[Role|role]].
* '''UTA Role Company Fields''' – [[Custom Field|custom fields]] associated with companies through the Level 1 item though their company UTA [[Role|role]].

For '''contact company''' and '''company''' fields the name and address fields are always selected as these fields are used to search for an existing company in the receiving instance.

2. Select the '''All Fields''' check box in the '''Contract Fields''' tab.

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3. Click the '''Save''' button.

4. Repeat this process for all the tabs, with the exception of the '''UTA Contact Fields''' and '''UTA Role Company Fields''' as there are no fields established for these [[Entity|entities]].

5. You must click the '''Save''' button for each tab in turn.

==Exporting Note Types==

You can also export specific note types to the receiving copy.  This feature allows you to exchange data, but control which types of notes can be transferred.

1. Scroll below '''Contract Fields''' list.

The '''Export Type of Notes''' section is displayed.

[[Image:Data16.png]]
 
2. Select the '''Public – No Type''' selected to be displayed.

3. Click the '''Save''' button.

[[Category:Universal Tracking Application]][[Category:Applications]][[Category:Integration]]