This shows you the differences between two versions of the page.
help:admin:partner_bulk_import [2009/05/18 19:23] 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. | ||