Changes

Jump to: navigation, search

Importing Organizations or Contacts Association

7 bytes removed, 18:44, 31 August 2016
→‎Import Associations
===Case 1. With 2 unique identifiers===
::Data with the User Role and two unique identifiers can be used to add association between organization and contact.
::1. Prepare data to be imported
::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"
|+Table 5
===Case 2. With a Standard Field Company ID and a Custom Field unique identifier of the contact===
::Or data Data with the User 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 organization and contact.
::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"
|+Table 6
|Consultant|| 1118639|| 440||value 1||value 2||value 3
|}
 
Repeat Steps 1 to 8 above.
Mapping will be based on Table 6 above.
Ciaran Donnelly
Smartstaff, administrator
4,478
edits
Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/28064’

Navigation menu