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Import multiple contact/companies to uta objects

515 bytes removed, 20:28, 19 June 2014
Validate the information
==Validate the information ==
[[Image:ImportOrgtoUTA3.png]]
 
1. Map the fields, ensuring that . . .
* You have included the company / contact role name you want to import companies as
* '''ALL''' standard fields are set before the custom fields and in the same order as the field selection list
[[Image:ImportOrgtoUTA3.png]]
2. Click the '''Parse Branch''' button.
 
[[Image:ImportOrgtoUTAParse.png]]
You are prompted to continue with the current owner and category3. The analyzed data is displayed.
[[Image:User19ImportOrgtoUTA4.png]]
174. Click the '''OKUpload''' button. The records are uploaded.
The analyzed data is displayed. [[Image:User20ImportOrgtoUTA5.png]]
Many of these branch records appear as duplicates because the department is repeated for each person.
* The duplicate departments are not marked for uploading, so only one of each department will be created.
* When you upload the same data into the contact table, the contacts will be associated with the correct department.
 
18. Click the '''Upload''' button.
 
The department records are uploaded.
 
[[Image:User21.png]]
19. Click the link to view the uploaded branches.
 
[[Image:User22.png]]
 
[[Category:System Management]][[Category:Organizations]]
Smartstaff, administrator
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