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Re: Hi Tom - Question related to data importing

 

No, this isn't supposed to happen.  We'll fix it.

--Tom

On Tue, Apr 17, 2012 at 2:02 AM, Peter Humphries
<peterh@xxxxxxxxxxxxxxxxx> wrote:
> Hi Tom
>
> When we leave the "Contract Persons" and "Contract Relationships" sheets blank in the import file the system still creates contact records but does not create contact  relationship records.  There is a contact record created for each person record that was created.  They have the first name and last name of the person record.
>
> So if
>
> Is this supposed to happen?  And is there some way that we can stop it happening?
>
> Peter Humphries
>
>
>
> Intelli Messaging
>
> P  03 9258 2145  M  0401 328 025
>
> E  peterh@xxxxxxxxxxxxxxxxx
>
>
> -----Original Message-----
> From: Tom Hoffman [mailto:tom.hoffman@xxxxxxxxx]
> Sent: Tuesday, 17 April 2012 11:58 AM
> To: Peter Humphries
> Subject: Re: Hi Tom - Question related to data importing
>
> On Sun, Apr 15, 2012 at 11:50 PM, Peter Humphries
> <peterh@xxxxxxxxxxxxxxxxx> wrote:
>> Hi Tom
>>
>>
>>
>> I am in the process of putting a specific template together for importing
>> our schools data for Schools.  When doing test imports the schoolstool
>> system creates a contact record for every person record but does not link
>> the contact record to the person record, in effect making the contact record
>> redundant.
>>
>>
>>
>> Can you please advise options with this - eg turn auto contact creation
>> process off would be preferable.
>
> Hi Peter,
>
> We're a little confused about what you are describing.  Note that in
> the import spreadsheet there is a sheet for persons, one for "contact
> persons" and one for "contact relationships" that maps between the
> two.
>
> I did notice from your comment that I need to add notes to these
> sheets to make them a bit more transparent.
>
> Does that help, or can you be a little more specific about what you're
> doing?  Is this with our sample data or yours?
>
> --Tom