Changes

Importing Organizations or Contacts Association

8 bytes removed, 18:32, 31 August 2016

→‎Case 1. With 2 unique identifiers

::Data with the role and two unique identifiers can be used to add association between two contacts.

~~::1.~~ * Prepare data to be imported

::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"

|+Table 1

|}

2. * Click '''Import User/Contact to User/Contact Relationship''', the Import Wizard is displayed.

3. * Paste ''Case 1'' data.

:::[[Image:IWT-02.PNG|800px]]

4. * Click '''Analyze'''

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

:::[[Image:IWT-03.PNG|800px]]

6. * Data will be mapped accordingly based on Step 53.

:::[[Image:IWT-04.PNG|800px]]

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