Changes

Import multiple contact/companies to uta objects

116 bytes added, 20:25, 19 June 2014

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If you wish to '''import organization''' details then ensure . . .

* You have selected at least one field from the Comanies Companies and one field from the entity (level 1,2 or 3) for matching* You have included the company role name you want to import companies as * '''ALL''' standard fields are set before the custom fields and in the same order as the field selection list

==Paste information into Import Window==

==Validate the information ==

[[Image:ImportOrgtoUTA3.png]]

[[Image:User16.png]]

* In this instance only the branch name can be set.

151. Map the '''first fields, ensuring that . . . * You have selected at least one field from the Company / Contact and one field''' from the entity (level 1,2 or 3) for matching* You have included the company / contact role name you want to the import companies as * '''Organisation NameALL''' field. [[Image:User17.png]] If you were importing [[External|external]] accounts you would also need to standard fields are set before the custom fields and in the account owner to same order as the correct manager.field selection list

162. Click the '''Parse Branch''' button.

[[Image:User18ImportOrgtoUTAParse.png]]

You are prompted to continue with the current owner and category.

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Ciaran Donnelly

Smartstaff, administrator

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