Types of Entities

• System entity types (like person or location) are imported if they don't exist in the target system.

  These should have already been created when you first set up your system.

• Attributes aren't updated for entity types that already exist in the target system. This includes system entity types.

• If an entity type already exists in the target system:

• But it has no entity category, it will be updated to match the source system.

• And is already in a category, it won't be changed in the target system.

• But isn't selected for the current agency, it will be updated to match the source system.

• Its display sequence will be updated to match the source system where possible.

  This depends on the category and what other entity types are in the category.

• New entity types in the target system will have the same display sequence as the source system.

• New compound entity types will have their Inherited from entity type set.

• If an entity type already exists with no Inherited from entity type set, this won't be updated.

• Security profiles are included in the entity type import.

  Users, teams, and designations are excluded.