Difference between revisions of "Import multiple contact/companies to uta objects"

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(Created page with "The main Settings page includes sections specific to level one, two and three records. Each of these sections includes options for importing contac...")
 
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* '''Import Organizations''' - Associate existing organizations in your system with existing Level 1 objects.* '''Import Contacts''' - Associate existing contacts in your system with existing Level 1 objects.
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* '''Import Organizations''' - Associate existing organizations in your system with existing Level 1 objects.
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* '''Import Contacts''' - Associate existing contacts in your system with existing Level 1 objects.

Revision as of 14:19, 19 June 2014

The main Settings page includes sections specific to level one, two and three records. Each of these sections includes options for importing contact and company records using an import wizard.


  • Import Organizations - Associate existing organizations in your system with existing Level 1 objects.
  • Import Contacts - Associate existing contacts in your system with existing Level 1 objects.
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