- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎07-08-2024 04:02 AM
I have some set of data which I have in External Business location table. Now when I register a member, A user is created in sys_user table also a record in service organization external staff. Now instead of registering, how can I add the data through import sets and transform map so that the value is mapped in the external Business location and service organization external staff.
Solved! Go to Solution.
- Labels:
-
Customer Service Management

- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎10-28-2024 01:36 AM
If you are trying to associate Users to an External business location.
It is a 3-step process i.e., you need to import data into 3 tables:
- First create the user --> Service Organization external staff (sn_csm_service_organization_external_staff)
- Make them a member of the business locaiton --> Service organization member (sn_csm_service_organization_member)
- Assign the right responsibility --> Service Organization Member Responsibility (sn_csm_svc_org_member_responsibility)
Regards,
Sharath

- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎06-05-2025 10:18 PM
Glad it was helpful! Created the article from this thread. 🙂 Thank you for asking.