Difference between revisions of "Importing Organizations or Contacts Association"

Revision as of 14:59, 18 July 2016

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 Import Wizard.

1. Company Relationship

• relationships between companies

2. Contact Relationship

• relationships between contacts

3. Company-Contact Association

• associations between organizations and contacts
• custom fields can also be added and imported in this section

Prerequisites

• Relationship should be enabled
• Roles have been created
• Organizations or Contacts should be existing on the instance
• A report should be created to retrieve the ssids (Company ID or User ID) that will be used

File Import Wizard Tool

To access the Import Wizard Tool for Organizations and Contacts:

1. Under the Configuration menu, click on Global Settings
2. Click on the Organizations & Users tab
3. The Import Wizard Tools are found under the Association Settings section

File:IWT-01.PNG

• Import User/Contact to User/Contact Relationship - Contact Relationship
• Import Company/Account to Company/Account Relationship - Company Relationship
• Import Company/Account to User/Contact Associations - Company-Contact Association

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.