Smartstaff, administrator
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If you wish to '''import organization''' details then ensure . . .
* You have selected at least one field from the 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]]
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.
==Validate the information ==
