bulk import companies

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Viewing 6 posts - 1 through 6 (of 6 total)
  • Author
    Posts
  • 12/06/2013 at 12:25 pm #274881
    mariusz szatkowski
    Participant

    Hi
    I’ve got a few dozens companies to import in excel file.
    Could you please explain me step by step how to import these into the connections please?

    Thanks!

    Kind regards
    M

    12/09/2013 at 2:20 pm #275005
    Steven Zahm
    Keymaster

    @ mariusz

    You need the CSV Import Extension for Connections.

    Save the Excel as a CSV file. If you file contains special/extended characters, do what is outlined in the FAQ before importing the CSV file.

    On the CSV Import page, there is a video demo of how to import a CSV file. The extension also has very detailed instructions.

    I hope that helps.

    12/11/2013 at 11:15 am #275177
    Mariusz
    Guest

    Thanks but the question is if I’ll have a possibility to create a new users while importing and Asseco created each Company to the user?

    Thanks:-)

    12/11/2013 at 11:33 am #275179
    Steven Zahm
    Keymaster

    @ Mariusz

    Sorry, no, the CSV Import does not create users.

    12/11/2013 at 11:44 am #275182
    Mariusz
    Guest

    Thanks Steve. But can I assign created Companies to another users?

    12/11/2013 at 12:04 pm #275186
    Steven Zahm
    Keymaster

    @ Mariusz

    Sorry, but there is not a way for you to assign entries to users. The closest solution would be the Link extension.

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Viewing 6 posts - 1 through 6 (of 6 total)

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