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Importing Organizations or Contacts Association

177 bytes added, 20:11, 30 May 2019

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==Three Types of Associations between Organizations and Contacts==

There are three (3) types of associations between organizations and contacts that can be imported using FIle File Import Wizard.

:1. [[Company Relationship]]

::*relationships between companies

# Under the '''Configuration''' menu, click on '''[[:Category:Global Settings|Global Settings]]'''

# Click on the '''Organizations & UsersAssociations''' tab

# The Import Wizard Tools are found under the '''Association Settings''' section

[[Image:IWT-0101b.PNG]]

There are three Import Wizard Tools:

* '''Import User/Contact to User/Contact RelationshipAssociations''' - Contact Relationshiplist of existing Companies/Accounts to the Users/Contacts* '''Import Company/Account to Company/Account People Relationship''' - Company Relationshiplist of existing Users/Contacts to the Users/Contacts* '''Import Company/Account to User/Contact AssociationsRelationship''' - Company-Contact Associationlist of existing Companies/Accounts to the Companies/Accounts

==Import Process Overview==

Each step of this process is described in detail below.

==Import User/Contact to User/Contact People Relationship==

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

::Data with the role and two unique identifiers can be used to add association between two contacts.

::Data with the role and two unique identifiers can be used to add association between two contacts. 1. Prepare data to be imported

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

|+Table 1

|-

|Column 1: [[User_Role|User Role]]

||Column 2: Unique ID (Custom Field)

i.e. Contact_ID of the first contact

|}

2. Click '''Import User/Contact to User/Contact Relationship''', . Step 1 of 4 of the Import Wizard is displayed.

3. Paste ''Case 1'' data.

:::[[Image:IWT-02.PNG|800px]]

4. Click '''Analyze''' . The Import Wizard now shows Step 2 of 4.

5. Map columns to corresponding standard field/custom fields and then click '''Parse Data'''

:::[[Image:IWT-03.PNG|800px]]

6. Data will be The Import Wizard now shows Step 3 of 4, with the data mapped accordingly based on Step 5the previous steps mappings.

:::[[Image:IWT-04.PNG|800px]]

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

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

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

|+Table 2

|-

|Column 1: [[User_Role|User Role]]

||Column 2: [[Database_Field_Names|User ID (Standard Field)]]

i.e. The unique identifier created by SmartSimple

:::[[Image:IWT-09.PNG|800px]]

 

===Contact Relationship Listview ===

* When import fails, either the relationship might be already existing, or the Contact_ID is not existing, or the User ID is incorrect.

==Import Company/Account to Company/Account Relationship==

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

::Data with the role and two unique identifiers can be used to add association between two organizations.

::1. Prepare data to be imported

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

|+Table 3

|-

|Column 1: [[Company_Role|Company Role]]

||Column 2: Unique ID (Custom Field)

i.e. Organization_ID of the first company

8. It will display under '''Status''' if data was successfully uploaded.

:::[[Image:IWT-14.PNG|800px]]

 

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

::Or data Data with the Company 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 two organizations.

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

|+Table 4

|-

|Column 1: [[Company_Role|Company Role]]

||Column 2: [[Database_Field_Names|Company ID (Standard Field)]]

i.e. The unique identifier created by SmartSimple

|Supporting Organization|| 1118638|| 1018

|}

 

Repeat Steps 1 to 8 above.

Mapping will be based on Table 4 above.

* When import fails, either the relationship might be already existing, or the Organization_ID is not existing, or the Company ID is incorrect.

==Import Company/Account to User/Contact 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

|-

|Column 1: [[User_Role|User Role]]

||Column 2: Unique ID (Custom Field)

i.e. Organization_ID of the first company

===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

|-

|Column 1: [[User_Role|User Role]]

||Column 2: [[Database_Field_Names|Company ID (Standard Field)]]

i.e. The unique identifier created by SmartSimple

||Column 6: Custom Field #3

|-

|Technical Advisor|| 11186381118639|| 950291||cf1 value||cf2 value||cf3 value

|-

|Consultant|| 11186381118639|| 440||value 1||value 2||value 3

|}

 

Repeat Steps 1 to 8 above.

Mapping will be based on Table 6 above.

===Notes===

* Custom fields can be included in this type of association.

* When import fails, either the relationship might be already existing, or the Organization_ID or Contact_ID is not existing, or the Company ID is incorrect.

==See Also==

* [[Importing Organisation Records]]

[[Category:Global SettingsData Import]][[Category:AssociationsGlobal Settings]]

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Emmy Fu

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