In this Article, we will demonstrate how to import internal and external associated parties with their related records.
NOTE: This article is assuming that all contacts, companies, properties, etc. have been successfully imported into your system. If this has not been completed please go back and import those in first.
Depending on which associated party record type you would like to import, the template will be different. Please see below:
Once the information has been properly formatted to fit the template, It is time to begin the import.
Navigate to the Setup (Cog Icon top right)
In the Quickfind box search "Data Import Wizard"
Click the green button labeled "Launch Wizard"
On the next screen, there are 3 columns that will indicate what you want to import and how you would like the property record to relate to other objects.
Column 1: What kind of data are you importing?
This column is used to identify what object you are importing
Click the "Custom Objects" tab
Scroll down and choose "Associated Parties"
Column 2: What do you want to do?
This column is used to identify what other objects you would like to relate these records to. EX: Property, Contact, Company, Colleague, etc.
Choose from the 3 options depending on whether the records are already in the system to some capacity or not:
Create New Records
Update Existing Records
Create New and Update Existing Records
Fill out the available drop-downs according to the relationships in your import file.
If your are creating new records, leave the "Match By" field as "-NONE-"
You will want to fill in different fields depending on the type of associated parties. Please read through these options carefully.
The last dropdown relates to record type.
ONLY ONE record type can be imported at a time. If you import multiple record types at one time or forget to choose the right record type in this section, all properties in your import will be created with the wrong record type.
Column 3: Where is your data located?
This Column is where you choose the file containing the data you want to import. Drag and drop your .CSV Import file into the designated section.
4. Click Next
Be sure to map all fields you would like to import.
If you do not want to import a certain field, leave it "Unmapped" or unmap it by clicking the "Change" button.
If you want to map it, click the "Map" button and choose the field that is most like the column name. For example: Property might be mapped as "Property" or "Property Name". Wording and spelling are important here.
5. Click Next
You will then get a confirmation and success screen. Once the import is complete you will be able to see the result of your import. At this time, you can view any errors and make adjustments accordingly for your next import.