CASE CH-25509:

An adjustment is made to the bulk import file of companies, it is now possible to perform bulk association of services and customers from the company archive.

1. Open the file Company.xls and stand on the sheet CompanyRelations.

2. In the columns Company, RelationType, Name, Provider, and IsRelated fill in the data to Associate customers and/or services with companies.

Provider Note that this column only applies to the customer association, if when associating a customer this is left empty column the default is taken to be the ARANDA authentication type.

It is possible to create relationships to companies already created just by filling out the tab CompanyRelations, just like that it is possible to create companies and association of clients and services in the same file.

To delete existing relationships, download the Company.xls with data and on the sheet CompanyRelations Change the column IsRelated to 0 on the item you want to detach.

⚐ Note: Services and clients must be associated with the project where the file is imported.