Smartstaff
1,385
edits
Changes
→Import User/Contact to User/Contact Relationship
==Import User/Contact to User/Contact Relationship==
1. Prepare data to be imported
A. With unique identifiers of the organization
::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"
|-
|"Partner"|| 1001|| 4000
|}
B. With a Company ID and a unique identifier of the organization
::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"
|-
|Column 1: Role
||Column 2: Company ID
i.e. The unique identifier created by SmartSimple
||Column 3: Unique ID
i.e. Organization_ID of the second company
|-
|"Collaborator"|| 12432123|| 3000
|-
|"Partner"|| 12432123|| 4000
|}
2. Click '''Import User/Contact to User/Contact Relationship'''
3.