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Importing Organizations or Contacts Association

45 bytes removed, 15:24, 19 July 2016
Import User/Contact to User/Contact Relationship
1. Prepare data to be imported
Case 1. With 2 unique identifiers of the organization::Data with the role and two unique identifiers can be used to add association between two companiescontacts.
::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"
|-
|Column 1: Role
||Column 2: Unique ID (Custom Field)
i.e. Organization_ID Contact_ID of the first company
||Column 3: Unique ID (Custom Field)
i.e. Organization_ID Contact_ID of the second company
|-
|"Collaborator"|| 1001|| 3000
|}
Case 2. With a Company User ID and a unique identifier of the organizationcontact::Or data with the role, the Company User ID, which is a standard field from the instance and one unique identifier can also be an alternative to add association between two companiescontacts.
::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"
|-
|Column 1: Role
||Column 2: [[Database_Field_Names|Company User ID (Standard Field)]]
i.e. The unique identifier created by SmartSimple
||Column 3: Unique ID (Custom Field)
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