Smartstaff
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→Import User/Contact to User/Contact Relationship
==Import User/Contact to User/Contact Relationship==
'''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;"
|-
|}
2. Click '''Import User/Contact to User/Contact Relationship''', the Import Wizard is displayed. 3. Paste Case 1 data. 4. Click '''Analyze''' button. 5. Map columns to corresponding standard field/custom fields and then click '''Parse Data''' 6. Data will be mapped accordingly based on Step 5. 7. Click '''Upload''' 8. It will display under '''Status''' if data was successfully uploaded. '''Case 2. With a User ID and a unique identifier of the contact'''
::Or data with the role, the User ID, which is a standard field from the instance and one unique identifier can also be an alternative to add association between two contacts.
::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"
|"Partner"|| 12432123|| 4000
|}
==Import Company/Account to Company/Account Relationship==
