Difference between revisions of "Import multiple contact/companies to uta objects"
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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. | 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 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. | * '''Import Contacts''' - Associate existing contacts in your system with existing Level 1 objects. | ||
Revision as of 13:23, 19 June 2014
The main 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.
