Smartstaff, administrator
4,478
edits
Changes
no edit summary
The main [[UTA Settings - Settings|UTA Settings]] page includes sections specific to the level one, two and three records. Each of these sections includes options for importing contact and company records using an import wizard.
[[Image:ImportUTA.png|link=]]
Each step of this process is described in detail below.
==Navigate into the Import option==
1. Go to the Settings page for the UTA that the data will be imported against.
2. Scroll down to the Settings section for the level you wish to import the data agains.
3. Click on the import option for the type of data you intend to import
* '''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.
==Importing Organisation Records==