Adding Associations with Account Import Screen

Using Account Import to Add Associations (in Bulk):

The Account Import Screen can be used to quickly add Associations in Bulk.  

1: Adding Associations Only:

• If you upload a list to the Account Import screen that only has the following columns:
  • Account ID
  • Any Association column:
    • AssociationCode, AssociationNote, AssociationNameFormat, AssociationLine1, AssociationLine2 and AssociationSalutation
• Your Field Mapping would look something like this: 
• When you go to the "Match Existing" tab the "Match/Create Accounts" button will NOT be there. Instead the button will say "Import Associations".
• Once you select the accounts you want to associate you can click that button and your accounts will be updated.
• Since your list has the account ID it will match right way and go very quickly.

2: Adding Associations As you "Match/Create Accounts":

• With this option you can upload the Associations together with Matching/Creating the Accounts.
• There are two ways to do this, however you CAN also do BOTH:
  • A: Have an additional column in your spreadsheet with the Associations
    • When doing it this way you can create different associations for each account
    • Field Map your Association column like this:
    • As you "Match/Create Accounts" the Association Code in the column will be added to those accounts.
  • B: In the "Match/Create Accounts" Screen there is a place where you can put in an Association.  
    • When the account is Matched/Created the selected Association will be added.  
    • In the screenshot above the place to add the Association is circled in blue.
    • If you press the hammer (circled in black) it will keep that Association for subsequent accounts unless you change it.
    • Highlighted in yellow shows the Association coming from the original spreadsheet (which is option A).
      
      
      Remember this for both options (A&B):

      Even if you are not Creating a New account and just Matching it, you are still ADDING the Association to the account!

3: Using the "Associate Selected Accounts" button:

• You can add any Association in Bulk to any of the account listed in your spreadsheet. 
• This is similar to to using the Search Accounts screen's "Associate" button.
• You must be in the "Match Existing" tab.
• You must have already "Matched/Created" these accounts or have have the AccountID column populated with the correct Account ID.
• Select the "Associate Selected Accounts" button