Changes

Jump to: navigation, search

Importing Organizations or Contacts Association

6 bytes removed, 18:44, 31 August 2016
→‎Import Company 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;"
|+Table 3
8. It will display under '''Status''' if data was successfully uploaded.
:::[[Image:IWT-14.PNG|800px]]
 
===Case 2. With a Standard Field Company ID and a Custom Field unique identifier of the company===
::Or data Data with the Company 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 two organizations.
::{|class="wikitable" style="text-align: center; width: 700px; height: 200px;"
|+Table 4
|Supporting Organization|| 1118638|| 1018
|}
 
Repeat Steps 1 to 8 above.
Mapping will be based on Table 4 above.
Ciaran Donnelly
Smartstaff, administrator
4,478
edits
Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/28063’

Navigation menu