Company FAQs

• How do I determine a Client and/or Vendor record when importing?
• How do I merge duplicate records?
• How do we manage the different tiers of our company's infrastructure?

How do I determine a Client and/or Vendor record when importing?

Client and Vendor import fields:

Client ID = Name or Abbreviation of Company Name

Is a Billable Client = Yes

Vendor ID = Name or Abbreviation of Company Name

Vendor = Yes

Viewing the CSV file In Excel may look something like this:

• Please refer to the Importing Setup Data and Records guide for more information.

How do I Merge duplicate records?

NOTE: This is currently only available in the Classic interface.

To merge records in Workamajig, we recommend the following:

Change the Company Name so that both have the Exact name.  Then, in the Companies screen, select the Remove Duplicate Companies icon next to the listing grid.

Now, select the Match Field option by Company Name to see those 2 companies that you want to merge as one.  Then choose Merge To option to merge records into the Oldest Company or the Newest Company (based on when the record was added).  Now, select Find Duplicates.

Next, select the rows found until you see that Company at the bottom panel of the screen.  Now, select the checkboxes next to both companies and select the Merge the Selected Rows icon next to the grid to merge those 2 company records as one record.

NOTE: The user must have the permissions to delete company records in order to see the merge function.

How do we manage the different tiers of our company's infrastructure?

Workamajig can support multiple GL Companies, GL Offices and GL Departments for reporting and financial needs. There is also GL Company Security Access that can also be restricted to the corresponding GL Company and to a degree for the Offices and Departments. For more details on this please contact support@workamajig.com to determine what features in Workamajig can best support your company's infrastructure.