Import multiple contact/companies to uta objects

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Revision as of 13:22, 19 June 2014 by Ciaran Donnelly (talk | contribs)

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The main 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. ImportUTA.png

  • 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.
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