Importing Organizations or Contacts Association
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.
- Company Relationship - relationships between companies
- Contact Relationship - relationships between contacts
- Company-Contact Association - associations between organizations and contacts
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
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.
