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DATA|SUITE Manual

Navigation: IMPORT|IT Manual > Create new schema

How to: Import Companies

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After setting the source file type and the source file directory as well as the schema type Companies some options will appear in the navigation bar on the left:

 

1. Easy Mappings  

2. Virtual Columns  

3. Conditions

4. Conditional Mapping  

5. Parent Record Identification

6. Merge Options

7. Misc Options

8. Translation

To get to the setting Easy Mappings you either click on the right arrow in the lower bar or on Easy Mappings in the navigation bar.

 

how to import companies

 

You can switch between the options by using the arrow buttons or by clicking on the particular option in the navigation bar.

 

The settings Easy Mappings, Virtual Columns, Conditions, Conditional Mapping, Merge Options and Translation are similar to the ones for the contact import.

 

In the Misc Options chapter there is a small difference:

 

how to import companies 2

 

Here you can add that the contacts belonging to the company will be updated with the new company information.

The setting Parent Record Identification is new.