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→Import Company/Account to Company/Account Relationship
==Import Company/Account to Company/Account Relationship==
===Case 1. With 2 unique identifiers===
::Data with the role and two unique identifiers can be used to add association between two organizations.
::1. Prepare data to be imported
::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"
|-
|Column 1: Role
||Column 2: Unique ID (Custom Field)
i.e. Organization_ID of the first company
||Column 3: Unique ID (Custom Field)
i.e. Organization_ID of the second company
|-
|Supporting Organization|| 1001|| 1043
|}
2. Click '''Import User/Contact to User/Contact Relationship''', the Import Wizard is displayed.
3. Paste ''Case 1'' data.
:::[[Image:IWT-02.PNG|800px]]
4. Click '''Analyze'''
5. Map columns to corresponding standard field/custom fields and then click '''Parse Data'''
:::[[Image:IWT-03.PNG|800px]]
6. Data will be mapped accordingly based on Step 5.
:::[[Image:IWT-04.PNG|800px]]
7. Click '''Upload'''
8. It will display under '''Status''' if data was successfully uploaded.
:::[[Image:IWT-05.PNG|800px]]
===Case 2. With a Standard Field User ID and a Custom Field unique identifier of the contact===
::Or data with the role, the User ID, which is a standard field from the instance and one unique identifier can also be an alternative to add association between two contacts.
::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"
|-
|Column 1: Role
||Column 2: [[Database_Field_Names|User 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
|-
|Spouse|| 6151805|| 101
|-
|Used to work with|| 6151805|| 105
|}
Repeat Steps 1 to 8 above.
Mapping will be different. See below:
:::[[Image:IWT-06.PNG|800px]]
:::[[Image:IWT-07.PNG|800px]]
:::[[Image:IWT-08.PNG|800px]]
:::[[Image:IWT-09.PNG|800px]]
===Contact Relationship Listview ===
The listview of all records added:
:::[[Image:IWT-10.PNG|800px]]
===Notes===
* No custom fields can be included in this type of association.
* When import fails, the relationship might be already existing, or the Contact_ID is not existing, or the User ID is incorrect.
==Import Company/Account to User/Contact Associations==
[[Category:System Management]][[Category:Associations]]
