Table of Contents
Overview
When doing an implementation and importing people and companies
When mass adding people and companies to the system
It is best to do a single line spreadsheet as a test - using information you will later delete - in order to be sure the results are what you expect after the upload.
First get the data into the spreadsheets
See Attachments
The Reference field needs to be unique for each record - if any reference field already exists in the system the record will not be imported.
People First
Drag the person spreadsheet over the person form
Respond to the popup with yes... The data is now uploaded to the server - but has not yet been imported
Ask the system to do the import
Check if the import worked - search for one of the people.
Companies Next
Why do companies after? There is a reference field that may link a person and a company
Drag the company spreadsheet over the company form
Respond to the popup with yes... The data is now uploaded to the server - but has not yet been imported
Ask the system to do the import
Check if the import worked - search for one of the companies.
Related articles