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====Importing Contacts====
The import process consists of copying external information (ex: if it is already listed on an Excel file) onto an '''Import Window, '''validating the information mapping before uploading, and uploading the data to SmartSimple. If you need to split contact information, this technique will be repeated: once for [[Importing Organisation Records#Importing Organization Records|organization records]] that will categorize companies onto the [[Organization hierarchy|organization hierarchy]], and once for the contact data that will create profiles for users.
In the following step-by-step example, contact information from an Excel sheet will be imported onto SmartSimple. This process occurs after importing organization records, as the system will use the department names in this data to determine the correct level of association on the organization hierarchy for each user.
This example uses [[internal]] users, so they will need to be added to the internal hierarchy of the organization hierarchy.
:: [[File:excelimportinfo.png|300px|border]]
Before beginning this process, highlight rows A1 to D22 and select '''Ctrl + C '''to copy this information.
1. Select the 9-square menu icon on the top right of your screen.
:: {{Icon-Menu}}
2. Under the heading '''Organizations, '''select '''Organization Hierarchy. '''
* The internal records are listed on the first tab. If you are uploading [[external]] contact information, simply complete this process on the second tab.
3. Click the [[The Root Company|root organization]] name.
The root organization details are displayed.
3. Click the '''New '''button, then select '''Import Staff. '''
:: [[File:Import Staff Button.png|200px|border]]
* Note that the term '''Staff '''may be different depending on your instance, as [[Organization Terminology|organization terminology]] is configurable.
'''Step 1 '''of the '''User Import Wizard '''is displayed.
4. Paste the data into the '''Import Wizard.'''
5. Set the [[User Role|role]] to '''Employee, '''or another relevant role that is available.
*If a role you would like is unavailable, learn how to [[Creating User Roles|create user roles]].
6. Set the '''Column Delimiter '''to '''Tab.'''
:: [[File:Import Staff.png|650px|border]]
===Activating a User===
