Difference between revisions of "Importing Organizations or Contacts Association"
(A tool to import relationships between Organizations, Contacts or Organization-Contact associations.) |
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==3 Types of Associations between Organizations and Contacts== | ==3 Types of Associations between Organizations and Contacts== | ||
There are three (3) types of associations between organizations and contacts that can be imported using FIle Import Wizard. | There are three (3) types of associations between organizations and contacts that can be imported using FIle Import Wizard. | ||
| − | # [[Company Relationship]] | + | # [[Company Relationship]] |
| − | # [[Creating People Relationships|Contact Relationship]] | + | \trelationships between companies |
| − | # [[Creating Associates/Associations|Company-Contact Association]] | + | # [[Creating People Relationships|Contact Relationship]] |
| + | \trelationships between contacts | ||
| + | # [[Creating Associates/Associations|Company-Contact Association]] | ||
| + | \tassociations between organizations and contacts | ||
==Prerequisites== | ==Prerequisites== | ||
Revision as of 14:15, 18 July 2016
Contents
3 Types of Associations between Organizations and Contacts
There are three (3) types of associations between organizations and contacts that can be imported using FIle Import Wizard.
\trelationships between companies
\trelationships between contacts
\tassociations between organizations and contacts
Prerequisites
File Import Wizard
Import Process Overview
The import process consists of five steps:
1. Copy the information to be imported to the Windows Clipboard.
2. Paste the information into the SmartSimple Import Window from the Clipboard.
3. Map the fields in the pasted data to the fields in the organisation, contact or activity record.
4. Validate the information mapping before uploading.
5. Upload the data to SmartSimple.
If you need to split contact information this technique is repeated – once for the organisation data, and once for the contact data.
If you have made a mistake you can use the undo feature to delete all the records of a previous upload.
Each step of this process is described in detail below.
