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Importing Organizations or Contacts Association

7 bytes removed, 18:44, 31 August 2016

→‎Import Associations

===Case 1. With 2 unique identifiers===

::Data with the User Role and two unique identifiers can be used to add association between organization and contact.

::1. Prepare data to be imported

::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"

|+Table 5

===Case 2. With a Standard Field Company ID and a Custom Field unique identifier of the contact===

::Or data Data with the User Role, the Company ID, which is a standard field from the instance and one unique identifier can also be an alternative to add association between organization and contact.

::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"

|+Table 6

|Consultant|| 1118639|| 440||value 1||value 2||value 3

|}

 

Repeat Steps 1 to 8 above.

Mapping will be based on Table 6 above.

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Ciaran Donnelly

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