Difference between revisions of "Importing Organizations or Contacts Association"
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(→Import User/Contact to User/Contact Relationship) |
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# Prepare data to be imported | # Prepare data to be imported | ||
{| | {| | ||
| − | |+ Column 1: Role | + | |+ Data to import |
| − | | | + | |- |
| − | | | + | |Column 1: Role |
| − | |- "Collaborator"| 1001| 3000 | + | ||Column 2: Unique ID i.e. Organization_ID of the first company |
| − | |- "Partner"| 1001| 4000|} | + | ||Column 3: Unique ID i.e. Organization_ID of the second company |
| + | |- | ||
| + | |"Collaborator"|| 1001|| 3000 | ||
| + | |- | ||
| + | |"Partner"|| 1001|| 4000 | ||
| + | |} | ||
# Click '''Import User/Contact to User/Contact Relationship''' | # Click '''Import User/Contact to User/Contact Relationship''' | ||
# | # | ||
Revision as of 15:55, 18 July 2016
Contents
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:
- Under the Configuration menu, click on Global Settings
- Click on the Organizations & Users tab
- The Import Wizard Tools are found under the Association Settings section
Three Import Wizard Tool:
- 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.
Currently, there is no way to delete associations imported using the Import Wizard Tool.
Each step of this process is described in detail below.
Import User/Contact to User/Contact Relationship
- Prepare data to be imported
| Column 1: Role | Column 2: Unique ID i.e. Organization_ID of the first company | Column 3: Unique ID i.e. Organization_ID of the second company |
| "Collaborator" | 1001 | 3000 |
| "Partner" | 1001 | 4000 |
- Click Import User/Contact to User/Contact Relationship
