Changes

Importing Organizations or Contacts Association

58 bytes added, 15:43, 19 July 2016

→‎Import User/Contact to User/Contact Relationship

3. Paste Case 1 data.

4. Click '''Analyze''' ~~button.~~

5. Map columns to corresponding standard field/custom fields and then click '''Parse Data'''

|"Partner"|| 12432123|| 4000

|}

Repeat Steps 1 to 8 above.

Mapping will be different. See below:

==Import Company/Account to Company/Account Relationship==

Smartstaff

1,385

edits