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Import multiple contact/companies to uta objects

1,507 bytes removed, 20:18, 19 June 2014
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[[Image:User22.png]]
 
==Undoing an Upload==
 
Note the '''arrow''' icon to the left of each department name.
 
This icon indicates that these are the most recently uploaded organisation records. If these records were uploaded in error you can undo the upload by clicking the '''Undo Branch Upload''' tab.
 
[[Image:User23.png]]
When you click this link all the organisation records last uploaded will be removed.
 
==Importing User Data==
 
Next you will use the same data but this time use the data to create the [[User|users]]. The system will use the department name in this data to determine the correct department to associate with each user. Since these are [[Internal|internal]] people you need to use the '''Organisation Internal''' [[Menu|menu]].
 
1. If you are not in the [[Organisation Hierarchy]] view – click the '''Organisation''', [[Internal]] People [[Menu|menu]].
 
2. Click the '''root organisation''' name.
 
The root organisation details are displayed.
 
3. Choose the '''Import''', [[User|Users]] [[Menu|menu]].
 
'''Step 1''' of the User Import Wizard is displayed.
 
[[Image:User24.png]]
Unless you have copied some other data to the clipboard, the same data is available to be pasted.
 
If there are no [[User|user]] roles displayed in the '''User Roles''' section then you are not in a [[Role|role]] that can set any roles.
 
4. Paste the data into the '''Import Wizard'''.
 
[[Image:User25.png]]
5. Set the [[Role]] to '''Employee'''.
 
6. Set the '''Column Delimiter''' to '''Tab'''.
 
[[Image:User26.png]]
[[Category:System Management]][[Category:Organizations]]
Smartstaff, administrator
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