Changes

Importing Organizations or Contacts Association

6 bytes removed, 18:44, 31 August 2016

→‎Import Company Relationship

===Case 1. With 2 unique identifiers===

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

::1. Prepare data to be imported

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

|+Table 3

8. It will display under '''Status''' if data was successfully uploaded.

:::[[Image:IWT-14.PNG|800px]]

 

===Case 2. With a Standard Field Company ID and a Custom Field unique identifier of the company===

::Or data Data with the Company Role, the Company ID, which is a standard field from the instance and one unique identifier can also be an alternative to add association between two organizations.

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

|+Table 4

|Supporting Organization|| 1118638|| 1018

|}

 

Repeat Steps 1 to 8 above.

Mapping will be based on Table 4 above.

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Ciaran Donnelly

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