help:admin:partner_bulk_import
Differences
This shows you the differences between two versions of the page.
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help:admin:partner_bulk_import [2009/05/07 13:20] tiffany |
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: ==== | ||
| Steps to import new contacts: | Steps to import new contacts: | ||
| - Download this template {{:help:admin:contact-import.xls|}} | - Download this template {{:help:admin:contact-import.xls|}} | ||
| - | - Fill in the information needed | + | - Fill in the information needed. |
| - | - Upload excel file | + | - Upload the excel file. |
| - | - You be brought to the preview screen. Here will display all rows and the statuses. | + | - 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 | + | * Statuses: Will be Imported, Will be Held, Will be Skipped. |
| - | - Check it over to make sure everything is ok then click on proceed | + | - If the import looks correct, then click on proceed. Otherwise, you have the option to click back to reattempt your upload. |
| - | + | ||
| - | If there are data that is status: "Will be held" then go to manage held contacts to assign to partner and locations. | + | |
| - | * manage held contacts: what is it and how | + | |
| + | 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. | ||
| + | ===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: ==== | ==== Salesforce Import: ==== | ||
| * Click Here [[/salesforce.com_integration]] | * Click Here [[/salesforce.com_integration]] | ||
| + | |||
| + | ====Mini-FAQ==== | ||
| + | * **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. | ||
help/admin/partner_bulk_import.1241702447.txt.gz · Last modified: 2009/05/07 13:20 by tiffany