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→Import Process Overview
==Import Process Overview==
The import process consists of six five steps:
1. Navigate into the Import option for the UTA level you are interested in.
2. Copy Paste the information to be imported to into the [[SmartSimple]] '''Import Window''' from the '''Windows Clipboard'''.
3. Paste the information into the [[SmartSimple]] '''Import Window''' from the '''Clipboard'''. 4. Map the fields in the pasted data to the system data. This must include mappings to
*identify the contact or organization to be imported
*the role or category they are to be imported as
*mappings to identify the individual record (level 1, 2, or 3) that the data is to be imported against.
Each step of this process is described in detail below.
