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Created page with "==3 Types of Associations between Organizations and Contacts== ==Import Process Overview== The import process consists of five steps: 1. Copy the information to be import..."
==3 Types of Associations between Organizations and Contacts==
==Import Process Overview==
The import process consists of five steps:
1. Copy the information to be imported to the '''Windows Clipboard'''.
2. Paste the information into the [[SmartSimple]] '''Import Window''' from the '''Clipboard'''.
3. Map the fields in the pasted data to the fields in the organisation, contact or activity record.
4. Validate the information mapping before uploading.
5. 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.
If you have made a mistake you can use the undo feature to delete all the records of a previous upload.
Each step of this process is described in detail below.
==Import Process Overview==
The import process consists of five steps:
1. Copy the information to be imported to the '''Windows Clipboard'''.
2. Paste the information into the [[SmartSimple]] '''Import Window''' from the '''Clipboard'''.
3. Map the fields in the pasted data to the fields in the organisation, contact or activity record.
4. Validate the information mapping before uploading.
5. 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.
If you have made a mistake you can use the undo feature to delete all the records of a previous upload.
Each step of this process is described in detail below.
