Changes

==Importing Organisation Organization Records== This exercise will use an '''MS-Excel''' spreadsheet containing additional head office employees and the associated department. Since there is both “organisation” “organization” and “people” information in this data, this exercise will demonstrate the technique required to split this type of file.

[[Image:User12.png|500px]]

4. Select Copy the selected test by using '''Edit CopyControl + C''' [[Menu|menu]] on Windows, or press right-click and select '''Control + CCopy'''.

Since this is an [[Internal|internal]] organisation organization list, you will use the '''Organisation ChartOrganization Hierarchy'''.

6. Click the '''Organisation''', '''Internal People''' 9-square [[Menu|menu]]icon on the top right of your page.

These departments will be inserted under the root organisation[[File:MENU.png|100x]]

7. Click Under the '''Root OrganisationOrganizations''' heading, click '''Organization Hierarchy''' link.

The root organisation details are displayed. The import buttons are displayed on the '''New''' [[MenuFile:ORG HIERARCHY.png|menu675px]].

[[Image:User138.png]] From Click the root of the organisation, you can import [[Internal|internal]] branches or [[External|external]] accounts'''Root Organization''' link.

8[[File:ROOT ORG.png|250px]] These departments will be inserted under the root organization. The [[The Root Company|root organization]] is the first company listed. Once selected, the details of the root organization are displayed. 9. Choose Click on the '''BranchesNew''' button. [[File:NEWmenu.png|150px]] From the root of the organization, you can import [[MenuInternal|menuinternal]]branches or [[External|external]] organizations. 8.Choose the '''Import Branches''' button. * If you clicked the '''Import AccountsOrganizations''' button you will load this information as a set of external accounts.

[[ImageFile:User14IMPORTBRANCH.png|700px]] As there are no company categories established in this instance you cannot select a company category.

9. Click * If any [[Categories|organization categories]] are established in the mouse in [[Instance|instance]], they will appear at the top of the '''import''' text boxImport Wizard.

9. Click the mouse in the text box. 10. Select the Click '''Edit PasteControl + V''' [[Menu|menu]] , or press right-click and '''Control + VPaste'''.

[[ImageFile:User15IMPORTDATA.png|745px]]

12. Set the '''Column delimiterDelimiter''' to '''Tab'''.

[[ImageFile:User16ANALYZEDDATA.png|650px]] * In this instance only 15. Map the '''first field''' to the branch name can be set'''Company Name''' field.

15. Map the '''first field''' to the '''Organisation Name''' field[[File:FirstField.png|600px]]

[[ImageFile:User19Screenshot 7.png|400px]] 17. Click the '''OKYES''' button.

[[ImageFile:User20Screenshot 9.png|500px]]

[[ImageFile:User21Screenshot 8.png|800px]] 19. Click To ensure the link branches were added, return to view the '''Organization Hierarchy''' from the uploaded 9-square menu and look under the '''Root Organization'''. Your new internal branchesshould be listed. [[File:Screenshot 10.png|200px]]

Note the '''arrow''' icon to the left of each department name[[File:Screenshot 11. png|175px]]

This icon indicates that these are Select the most recently uploaded organisation newly added records. If these records were uploaded in error you from the list and select the trash can undo the upload by clicking icon at the '''Undo Branch Upload''' tabtop to delete.

[[ImageFile:User23Screenshot 12.png]] When you click this link all the organisation records last uploaded will be removed.

Next 1. If you will use the same data but this time use the data to create are not in the [[User|usersOrganisation Hierarchy]]. The system will use view – select the department name in this data to determine 9-square menu icon on the correct department to associate with each usertop right of your screen. Since these are [[Internal|internal]] people you need to use the Under '''Organizations,''' select '''Organisation InternalOrganization Hierarchy.''' [[Menu|menu]]The internal records are listed on the first tab.

12. If you are not in the [[Organisation Hierarchy]] view – click Click the '''Organisationroot organization''', [[Internal]] People [[Menu|menu]]name.

2. Click the '''The [[The Root Company|root organisation''' nameorganization]] details are displayed.

The root organisation details are displayed3.Click the '"New'" button, then select '''Import Staff.'''

3. Choose the '''Import''', [[User|UsersFile:Import Staff Button.png]] [[Menu|menu]].

[[Image:User25.png]] 5. Set the [[Role]] to '''Employee''', or another relevant role that is available.  * If a role you would like is unavailable, learn how to [[Creating User Roles|create user roles]].

[[ImageFile:User26Import Staff.png|650px]] 7. Check '''First Row Contains Field Names'''. [[File:Screenshot 15.png]] 7. Click the '''Analyze''' button. 8. A pop-up will appear to confirm your action. Select the '''YES''' button. [[File:Screenshot 14.png]] 9. The analyzed data of your imported records will appear. At this stage, you have the opportunity to deselect any employees you do not wish to add or edit their information such as their email addresses. At the bottom of the screen, you will see different methods to add users to the SmartSimple instance. Select one, then click '''Upload.''' [[File:user activation.png|200px]] 10. You will see your successfully imported contact records in a list. [[File:SuccessfulImportStaff.png|650px]] 10. To ensure that your internal contact records have been added, return to the '''Organization Hierarchy''' menu. By clicking the '''+''' button next to an internal organization, the associated contacts will appear.  [[File: Org Hierarchy People Added.png]] 11. If you did not previously, you may also activate users here by pressing on the lock icon next to their names. This will bring you to their profile, where you may activate them by selecting the key icon on the top right of their page.  [[File:Screenshot 16.png]] == See Also == * [[Importing Organizations or Contacts Association]]* [[Categories]]* [[Roles]]* [[User]]

[[Category:System Management]][[Category:Organizations]][[Category:Data Import]]