Changes

Import multiple contact/companies to uta objects

No change in size, 18:30, 19 June 2014

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The main [[UTA Settings - Settings|UTA Settings]] page includes sections specific to the level one, two and three records. Each of these sections includes options for importing contact and company records using an import wizard.

 

* '''Import Organizations''' - Associate existing organizations in your system with existing Level 1 objects.

* '''Import Contacts''' - Associate existing contacts in your system with existing Level 1 objects.

 

[[Image:ImportUTA.png|link=]]

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==Import Process Overview==

 

The main [[UTA Settings - Settings|UTA Settings]] page includes sections specific to the level one, two and three records. Each of these sections includes options for importing contact and company records using an import wizard.

 

* '''Import Organizations''' - Associate existing organizations in your system with existing Level 1 objects.

* '''Import Contacts''' - Associate existing contacts in your system with existing Level 1 objects.

The import process consists of five steps:

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Ciaran Donnelly

Smartstaff, administrator

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