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Importing Organizations or Contacts Association

No change in size, 18:55, 19 July 2016
Import Company/Account to Company/Account Relationship
3. Paste ''Case 1'' data.
:::[[Image:IWT-0211.PNG|800px]]
4. Click '''Analyze'''
5. Map columns to corresponding standard field/custom fields and then click '''Parse Data'''
:::[[Image:IWT-0312.PNG|800px]]
6. Data will be mapped accordingly based on Step 5.
:::[[Image:IWT-0413.PNG|800px]]
7. Click '''Upload'''
8. It will display under '''Status''' if data was successfully uploaded.
:::[[Image:IWT-0514.PNG|800px]]
===Case 2. With a Standard Field Company ID and a Custom Field unique identifier of the company===
Mapping will be different. See below:
:::[[Image:IWT-0615.PNG|800px]]
:::[[Image:IWT-0716.PNG|800px]]
:::[[Image:IWT-0817.PNG|800px]]
:::[[Image:IWT-0918.PNG|800px]]
===Contact Relationship Listview ===
The listview of all records added:
:::[[Image:IWT-1019.PNG|800px]]
===Notes===
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