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Importing Organizations or Contacts Association

16 bytes added, 18:43, 31 August 2016
→‎Case 1. With 2 unique identifiers
Data with the role and two unique identifiers can be used to add association between two contacts.
* 1. Prepare data to be imported
::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"
|+Table 1
|}
* 2. Click '''Import User/Contact to User/Contact Relationship'''. Step 1 of 4 of the Import Wizard is displayed.
* 3. Paste ''Case 1'' data.
:::[[Image:IWT-02.PNG|800px]]
* 4. Click '''Analyze'''. The Import Wizard now shows Step 2 of 4. * 5. Map columns to corresponding standard field/custom fields and then click '''Parse Data'''
:::[[Image:IWT-03.PNG|800px]]
* 6. The Import Wizard now shows Step 3 of 4, with the data mapped accordingly based on Step 2the previous steps mappings.
:::[[Image:IWT-04.PNG|800px]]
Ciaran Donnelly
Smartstaff, administrator
4,478
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Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/28062’

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