Smartstaff, administrator
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1. Navigate into the Import option for the UTA level you are interested in.
2. Paste the information into the [[SmartSimple]] '''Import Window''' from the '''Clipboard'''.
3. Map the fields in the pasted data to the system data. This must include mappings to
* '''Import Contacts''' - Associate existing contacts in your system with existing Level 1 objects.
==Importing OrganisationsPaste information into Import Window== This exercise will use an '''MS-Excel''' spreadsheet containing additional head office employees and the associated department. Since there is both “organisation” and “people” information in this data, this exercise will demonstrate the technique required to split this type of file. At the end of the process there will be five new departments and twenty new people. 1. Launch '''Microsoft Excel'''. 2. Open the file '''Accounts and Contacts.xls'''. [[Image:User12.png]] 3. Select the cells '''A2''' to '''D22'''. 4. Select the '''Edit Copy''' [[Menu|menu]] or press '''Control + C'''. 5. Switch back to [[SmartSimple]].
Since this is an [[Internal|internal]] organisation list, you will use the '''Organisation Chart'''.