Changes

Import multiple contact/companies to uta objects

3 bytes added, 20:53, 25 June 2014
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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
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
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