Smartstaff
1,385
edits
Changes
→Import Company/Account to User/Contact Associations
==Import Company/Account to User/Contact Associations==
===Case 1. With 2 unique identifiers===
::Data with the User Role and two unique identifiers can be used to add association between organization and contact.
::1. Prepare data to be imported
::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"
|+Table 5
|-
|Column 1: User Role
||Column 2: Unique ID (Custom Field)
i.e. Organization_ID of the first company
||Column 3: Unique ID (Custom Field)
i.e. Contact_ID of the second company
||Column 4: Custom Field #1
||Column 5: Custom Field #2
||Column 6: Custom Field #3
|-
|Consultant|| 1001|| 133||cf1 test value||cf2 test value||cf3 test value
|-
|Consultant|| 1001|| 148||value 1||value2||value3
|}
2. Click '''Import Company/Account to User/Contact Associations''', the Import Wizard is displayed.
3. Paste ''Case 1'' data.
:::[[Image:IWT-16.PNG|800px]]
4. Click '''Analyze'''
5. Map columns to corresponding standard field/custom fields and then click '''Parse Data'''
:::[[Image:IWT-17.PNG|800px]]
6. Data will be mapped accordingly based on Step 5.
:::[[Image:IWT-18.PNG|800px]]
7. Click '''Upload'''
8. It will display under '''Status''' if data was successfully uploaded.
:::[[Image:IWT-19.PNG|800px]]
===Case 2. With a Standard Field Company ID and a Custom Field unique identifier of the contact===
::Or data with the User Role, the Company ID, which is a standard field from the instance and one unique identifier can also be an alternative to add association between organization and contact.
::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"
|+Table 6
|-
|Column 1: User Role
||Column 2: [[Database_Field_Names|Company ID (Standard Field)]]
i.e. The unique identifier created by SmartSimple
||Column 3: Unique ID (Custom Field)
i.e. Contact_ID of the contact
||Column 4: Custom Field #1
||Column 5: Custom Field #2
||Column 6: Custom Field #3
|-
|Technical Advisor|| 1118638|| 950291||cf1 value||cf2 value||cf3 value
|-
|Consultant|| 1118638|| 440||value 1||value 2||value 3
|}
Repeat Steps 1 to 8 above.
Mapping will be based on Table 6 above.
===Contact Relationship Listview ===
The listview of all record(s) added:
:::[[Image:IWT-20.PNG|800px]]
===Notes===
* Custom fields can be included in this type of association.
* When import fails, either the relationship might be already existing, or the Organization_ID is not existing, or the Company ID is incorrect.
[[Category:System Management]][[Category:Importing_Organizations_or_Contacts_Association]]
