Changes

Import multiple contact/companies to uta objects

490 bytes removed, 20:17, 20 July 2017

updating categories

 The main [[UTA Settings - Settings|UTA Settings]] page includes sections specific to the level one{{l1}}, two {{l2}} and three {{l3}} records. Each of these sections includes options for importing contact and company records using an import wizard.

[[Image:ImportUTA.png|link=]]

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 againsagainst.

3. Click on the import option for the type of data you intend to import

If you wish to '''import contact''' details then ensure . . .

* You have selected at least one field from the Users and one field from the entity (level 1,2 or 3) for matching* You have included the user role name you want to import contacts as * '''ALL''' standard fields are set before the custom fields and in the same order as the field selection list

If you wish to '''import organization''' details then ensure . . .

* You have selected at least one field from the Comanies Companies and one field from the entity (level 1,2 or 3) for matching* You have included the company role name you want to import companies as * '''ALL''' standard fields are set before the custom fields and in the same order as the field selection list

==Paste information into Import Window==

[[Image:ImportOrgtoUTA2.png]]

3. Press '''Control + Home''' to see the start of the pasted data.

This data contains 3. Set the field names and is delimited by tab'''Column delimiter''' as required.

4 Set . Click the '''Column delimiterFirst row contains field names''' as requiredcheck box if the first row is column headers rather than real data.

5. Click the '''First row contains field namesAnalyze''' check box if the first row is column headers rather than real databutton.

6. Click the '''Analyze''' button.

==Validate the information ==

1. Map the fields, ensuring that . . . * You have selected at least one field from the Company / Contact and one field from the entity (level 1, 2 or 3) for matching* You have included the company / contact role name you want to import companies as * '''ALL''' standard fields are set before the custom fields and in the same order as the field selection list[[Image:User16ImportOrgtoUTA3.png]] * In this instance only the branch name can be set.

152. Map Click the '''first fieldParse Branch''' to the '''Organisation Name''' fieldbutton.

[[Image:User17ImportOrgtoUTAParse.png]]

If you were importing [[External|external]] accounts you would also need to set the account owner to the correct manager3. The analyzed data is displayed.

16. Click the '''Parse Branch''' button. [[Image:User18ImportOrgtoUTA4.png]]

You 4. Click the '''Upload''' button. The records are prompted to continue with the current owner and categoryuploaded.

[[Image:User19ImportOrgtoUTA5.png]]

17. Click the '''OK''' button. The analyzed data is displayed. [[ImageCategory:User20.pngData Import]] Many of these branch records appear as duplicates because the department is repeated for each person.* The duplicate departments are not marked for uploading, so only one of each department will be created.* When you upload the same data into the contact table, the contacts will be associated with the correct department. 18. Click the '''Upload''' button. The department records are uploaded. [[Image:User21.png]] 19. Click the link to view the uploaded branches. [[Image:User22.png]] [[Category:System Management]][[Category:Organizations]]

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Chin

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