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==Import Process Overview==
The import process consists of five steps:
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 company categories established in this instance you cannot select a company 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.
[[ImageFile:User23Screenshot 12.png]] When you click this link all the organisation records last uploaded will be removed.
==Importing User Data==
Next you will use the same data but this time use the data to create the [[User|users]]. The system will use the department name in this data to determine the correct department to associate with each user. Since these are [[Internal|internal]] people you need to use the internal menu of the '''Organization Hierarchy'''.
'''Step 1''' of the User Import Wizard is displayed.
Unless you have copied some other data to the clipboard, the same data is available to be pasted.
4. Paste the data into the '''Import Wizard'''.
6. Set the '''Column Delimiter''' to '''Tab'''.
[[ImageFile:User26Import Staff.png|650px]] 7. Check '''First Row Contains Field Names'''. [[File:Screenshot 15.png]] 7. Click the '''Analyze''' button. 8. A pop-up will appear to confirm your action. Select the '''YES''' button. [[File:Screenshot 14.png]] 9. The analyzed data of your imported records will appear. At this stage, you have the opportunity to deselect any employees you do not wish to add or edit their information such as their email addresses. At the bottom of the screen, you will see different methods to add users to the SmartSimple instance. Select one, then click '''Upload.''' [[File:user activation.png|200px]] 10. You will see your successfully imported contact records in a list. [[File:SuccessfulImportStaff.png|650px]] 10. To ensure that your internal contact records have been added, return to the '''Organization Hierarchy''' menu. By clicking the '''+''' button next to an internal organization, the associated contacts will appear. [[File: Org Hierarchy People Added.png]] 11. If you did not previously, you may also activate users here by pressing on the lock icon next to their names. This will bring you to their profile, where you may activate them by selecting the key icon on the top right of their page. [[File:Screenshot 16.png]] == See Also == * [[Importing Organizations or Contacts Association]]* [[Categories]]* [[Roles]]* [[User]]
[[Category:System Management]][[Category:Organizations]][[Category:Data Import]]