Difference between revisions of "Importing External Contacts"
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| − | There are two things you should know before importing contacts into SmartSimple. | + | There are two things you should know before importing contacts into [[SmartSimple]]. |
1. [[User|Users]] are [[Internal|internal]] to the organization and can have their own set of [[Custom Field|custom fields]]. Contacts are [[External|external]] to the organization and can also have their own set of [[Custom Field|custom fields]]. | 1. [[User|Users]] are [[Internal|internal]] to the organization and can have their own set of [[Custom Field|custom fields]]. Contacts are [[External|external]] to the organization and can also have their own set of [[Custom Field|custom fields]]. | ||
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2. [[External]] contacts cannot be imported to the root organization. Therefore, when you attempt to import contacts to the root, you will only be able to select 'import user' and only the [[User|user]] custom fields will be displayed if there are any. Hence, an organization must exist at a lower level in the external [[Hierarchy|hierarchy]] order for the “import contacts” option to appear on the [[Menu|menu]] and the [[Custom Field|custom fields]] associated with the contacts will appear as well. | 2. [[External]] contacts cannot be imported to the root organization. Therefore, when you attempt to import contacts to the root, you will only be able to select 'import user' and only the [[User|user]] custom fields will be displayed if there are any. Hence, an organization must exist at a lower level in the external [[Hierarchy|hierarchy]] order for the “import contacts” option to appear on the [[Menu|menu]] and the [[Custom Field|custom fields]] associated with the contacts will appear as well. | ||
| − | [[Category:Custom Fields]][[Category:System Management]] | + | ==See Also== |
| + | * [[Importing Organisation Records]] | ||
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| + | [[Category:Custom Fields]][[Category:System Management]][[Category:Contacts]] | ||
Latest revision as of 10:00, 24 June 2013
There are two things you should know before importing contacts into SmartSimple.
1. Users are internal to the organization and can have their own set of custom fields. Contacts are external to the organization and can also have their own set of custom fields.
2. External contacts cannot be imported to the root organization. Therefore, when you attempt to import contacts to the root, you will only be able to select 'import user' and only the user custom fields will be displayed if there are any. Hence, an organization must exist at a lower level in the external hierarchy order for the “import contacts” option to appear on the menu and the custom fields associated with the contacts will appear as well.
