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 [2009/05/18 19:22] anthony |
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: ==== | ||
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| ===Manage Held Contacts=== | ===Manage Held Contacts=== | ||
| Should imported contact data be held, at some point you will need to manually assign it. To do this, you would: | 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 > Contacts**// | + | - click on **Partners > Bulk Import/Export > Imports > Manage Held Contacts** |
| - select **Manage Held Contacts** | - select **Manage Held Contacts** | ||
| - select and show the batch file of the held contacts you wish to assign | - select and show the batch file of the held contacts you wish to assign | ||
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| * 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.1242674563.txt.gz ยท Last modified: 2009/05/18 19:22 by anthony