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→Import Process Overview
==Import Process Overview==
The import process consists of five six steps:
1. Copy Navigate into the information to be imported to Import option for the '''Windows Clipboard'''UTA level you are interested in.
2. Paste Copy the information into the [[SmartSimple]] '''Import Window''' from to be imported to the '''Windows Clipboard'''.
3. Map Paste the fields in information into the pasted data to [[SmartSimple]] '''Import Window''' from the fields in the organisation, contact or activity record'''Clipboard'''.
4. Validate Map the information mapping before uploadingfields in the pasted data to the system data. This must include mappings to *'''identify the contact or organization to be imported*'''the role or category they are to be imported as *'''mappings to identify the individual record (level 1, 2, or 3) that the data is to be imported against.
5. Validate the information mapping before uploading. 6. Upload the data to [[SmartSimple]].
If you need to split contact information this technique is repeated – once for the organisation data, and once for the contact data.
