help:admin:partner_bulk_import
Differences
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help:admin:partner_bulk_import [2009/05/05 19:00] jay |
help:admin:partner_bulk_import [2009/08/27 15:01] (current) anthony |
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| - | ====== Partner Bulk Import Page ====== | + | ====== Partner Bulk Import/Export ====== |
| - | + | ||
| ==== Contacts: ==== | ==== Contacts: ==== | ||
| - | * how to | ||
| - | * manage held contacts: what is it and how | ||
| + | Steps to import new contacts: | ||
| + | - Download this template {{:help:admin:contact-import.xls|}} | ||
| + | - Fill in the information needed. | ||
| + | - Upload the excel file. | ||
| + | - Review the preview screen for the import results. It will display the incoming contacts and there statuses should you proceed with the import. | ||
| + | * Statuses: Will be Imported, Will be Held, Will be Skipped. | ||
| + | - If the import looks correct, then click on proceed. Otherwise, you have the option to click back to reattempt your upload. | ||
| + | If there is data in the status of **Will be held**, you will have the ability to choose **Manage held contacts** to manually assign to partner and locations. | ||
| - | ==== Salesforce: ==== | + | ===Manage Held Contacts=== |
| + | Should imported contact data be held, at some point you will need to manually assign it. To do this, you would: | ||
| + | - click on **Partners > Bulk Import/Export > Imports > Manage Held Contacts** | ||
| + | - select **Manage Held Contacts** | ||
| + | - select and show the batch file of the held contacts you wish to assign | ||
| + | - check off the contact, choose the partner from the dropdown, and click proceed. | ||
| + | ==== Salesforce Import: ==== | ||
| - | * what is this and possible problems | + | * Click Here [[/salesforce.com_integration]] |
| - | - what? | + | ====Mini-FAQ==== |
| - | - hh | + | * **I tried to upload some new contacts, but they are being held due to 'Invalid Partner Location'?** The Partner Contact Bulk Import assumes that there is an already set up partner and location. Should a match not be made, the application 'holds' the uploaded data so you can associate it to an account at a later time. |
| - | [[channeladmin_help]] | ||
help/admin/partner_bulk_import.1241550056.txt.gz · Last modified: 2009/05/05 19:00 by jay