OS4X Enterprise partner migration

From OS4X
Revision as of 10:27, 26 February 2013 by Admin (talk | contribs) (New page: OS4X Enterprise offers various import possibilities of hierarchical data of partner information. If none of the offeres solutions fits your needs, please contact us in order to search for ...)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search

OS4X Enterprise offers various import possibilities of hierarchical data of partner information. If none of the offeres solutions fits your needs, please contact us in order to search for a valid solution, we will help you out.

Doing

Most partner import processes are executed via the administrative web interface. Locate the menu entry point "Programs" -> "Partner import":

Partner import.png

Daxware import

Daxware 2002 installations can export their partner information in CSV format, so the two steps have to be executed in the following order:

  1. Import "partner companies and locations" CSV
  2. Import "departments and recipients" CSV

The second step is based on the first step, so it would make no sense to switch the order of import.