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→Importing Organisation Records
Each step of this process is described in detail below.
==Importing Organisation Organization Records== This exercise will use an '''MS-Excel''' spreadsheet containing additional head office employees and the associated department. Since there is both “organisation” “organization” and “people” information in this data, this exercise will demonstrate the technique required to split this type of file.
At the end of the process there will be five new departments and twenty new people.
2. Open the file '''Accounts and Contacts.xls'''.
[[Image:User12.png|500px]]
3. Select the cells '''A2''' to '''D22'''.
4. Select Copy the selected test by using '''Edit CopyControl + C''' [[Menu|menu]] on Windows, or press right-click and select '''Control + CCopy'''.
5. Switch back to [[SmartSimple]].
Since this is an [[Internal|internal]] organisation organization list, you will use the '''Organisation ChartOrganization Hierarchy'''.
6. Click the '''Organisation''', '''Internal People''' 9-square [[Menu|menu]]icon on the top right of your page.
7. Click Under the '''Root OrganisationOrganizations''' heading, click '''Organization Hierarchy''' link.
* '''Step 1''' of the Import Wizard is displayed.
[[ImageFile:User14IMPORTBRANCH.png|700px]] As there are no organization categories established in this instance you cannot select an organization category.
9. Click the mouse in the text box. 10. Select the Click '''Edit PasteControl + V''' [[Menu|menu]] , or press right-click and '''Control + VPaste'''.
The data is added to the text box.
[[ImageFile:User15IMPORTDATA.png|745px]]
11. Press '''Control + Home''' to see the start of the pasted data.
This data contains the field names and is delimited by tab.
12. Set the '''Column delimiterDelimiter''' to '''Tab'''.
13. Click the '''First row contains field names''' check box.
The analyzed data is displayed.
[[ImageFile:User16ANALYZEDDATA.png|650px]] * In this instance only 15. Map the '''first field''' to the branch name can be set'''Company Name''' field.
If you were importing [[External|external]] accounts you would also need to set the account owner to the correct manager.
[[Image:User18.png]]
You are prompted to continue with the current owner and category.
[[ImageFile:User19Screenshot 7.png|400px]] 17. Click the '''OKYES''' button.
The analyzed data is displayed.
[[ImageFile:User20Screenshot 9.png|500px]]
Many of these branch records appear as duplicates because the department is repeated for each person.
* The duplicate departments are not marked for uploading, so only one of each department will be created.
* When you upload the same data into the contact table, the contacts will be associated with the correct department.
The department records are uploaded.
[[ImageFile:User21Screenshot 8.png|800px]] 19. Click To ensure the link branches were added, return to view the '''Organization Hierarchy''' from the uploaded 9-square menu and look under the '''Root Organization'''. Your new internal branchesshould be listed. [[File:Screenshot 10.png|200px]]
==Undoing an Upload==
If your records were uploaded in error, you can undo the upload by looking to the menu on the left hand side. Select '''Sub-Branch, '''or the appropriate name associated on your [[Instance|instance]] for internal organizations.
