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Import multiple contact/companies to uta objects

723 bytes removed, 20:03, 19 June 2014
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[[Image:ImportOrgtoUTA.png]]
6. Click the '''Organisation''', '''Internal People''' [[Menu|menu]].
These departments will be inserted under 1. Click the root organisationmouse in the '''import''' text box.
7. Click the '''Root Organisation''' link. The root organisation details are displayed. The import buttons are displayed on the '''New''' [[Menu|menu]]. [[Image:ImportOrgtoUTA.png]] From the root of the organisation, you can import [[Internal|internal]] branches or [[External|external]] accounts. 8. Choose the '''Branches''' [[Menu|menu]].* If you clicked the '''Import Accounts''' button you will load this information as a set of external accounts.* '''Step 1''' of the Import Wizard is displayed. [[Image:User14.png]] As there are no company categories established in this instance you cannot select a company category. 9. Click the mouse in the '''import''' text box. 102. Select the '''Edit Paste''' [[Menu|menu]] or press '''Control + V'''.
The data is added to the text box.
[[Image:User15.png]]
113. Press '''Control + Home''' to see the start of the pasted data.
This data contains the field names and is delimited by tab.
12. 4 Set the '''Column delimiter''' to '''Tab'''as required.
135. Click the '''First row contains field names''' check boxif the first row is column headers rather than real data.
146. Click the '''Analyze''' button.
The analyzed data is displayed.==Validate the information ==
[[Image:User16.png]]
Smartstaff, administrator
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