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Importing Organizations or Contacts Association

29 bytes added, 18:48, 19 July 2016
Import Company/Account to Company/Account Relationship
|}
2. Click '''Import UserCompany/Contact Account to UserCompany/Contact Account Relationship''', the Import Wizard is displayed.
3. Paste ''Case 1'' data.
:::[[Image:IWT-05.PNG|800px]]
===Case 2. With a Standard Field User Company ID and a Custom Field unique identifier of the contactcompany===::Or data with the roleCompany Role, the User Company ID, which is a standard field from the instance and one unique identifier can also be an alternative to add association between two contactsorganizations.
::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"
|-
|Column 1: Company Role||Column 2: [[Database_Field_Names|User Company ID (Standard Field)]]
i.e. The unique identifier created by SmartSimple
||Column 3: Unique ID (Custom Field)
i.e. Organization_ID of the second company
|-
|SpouseSupporting Organization|| 6151805|| 101|- |Used to work with|| 6151805|| 105
|}
Repeat Steps 1 to 8 above.
===Notes===
* No custom fields can be included in this type of association.
* When import fails, either the relationship might be already existing, or the Contact_ID Organization_ID is not existing, or the User Company ID is incorrect.
==Import Company/Account to User/Contact Associations==
[[Category:System Management]][[Category:Associations]]
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