Importing business affiliate data

Uploading your business affiliate data saves time because you enter up to 1,000 records at one time, and then see them offered as choices in appropriate places throughout SmartTurn. For instance, when you create Sales Orders, you'll be able to make one click to pick from a list of your Customers instead of keying in the contact data, etc., each time. With one upload, you are communicating data across various modules within SmartTurn.

You can import business affiliate data through import templates for importing business affiliates and importing business affiliate contact information. Import templates are in Online Help at Resources and tips>Downloadable import templates.

To learn about creating business affiliates by importing records from a spreadsheet, see Setting up business affiliates through an import.
To learn about maintaining and updating business affiliates by importing records from a spreadsheet, see Updating business affiliates through an import.

In This Section

Setting up business affiliates through an import

Updating business affiliates through an import