View source for Autoloader for Associations

==Overview==
Autoloader for Associations can add or update association records. 

==Types of Associations==
There are five (6) types of associations within SmartSimple.

: 1. [[Creating Associates/Associations|Company-Contact Association]]
::* associations between organizations and contacts
::* custom fields can also be added and imported in this section
: 2. [[Company Relationship]]
::* relationships between companies
: 3. [[Creating People Relationships|Contact Relationship]]
::* relationships between contacts
: 4. [[Relating Contacts and Accounts to the Universal Tracking Application|UTA-Contact Relationship]]
::* relationships between Universal Tracking Application L1/L2 and Contacts
: 5. [[Relating Contacts and Accounts to the Universal Tracking Application|UTA-Organization Relationship]]
::* relationships between Universal Tracking Application L1/L2 and Organizations
: 6. [[UTA Provider/Consumer Relationships|Consumer-Provider Relationship]]
::* relationships between two Universal Tracking Applications

==Prerequisites==
* Relationship should be enabled
* Roles have been created
* Organizations or Contacts should be existing on the instance
* Custom fields have been created

==Standard Fields in Associations==
* '''Association ID''' is the system's unique numerical value associated with each Association record.
* [[Determining the companyid|'''Company ID''']] is the system's unique numerical value associated with each Company record.
* [[Determining the userid|'''Contact ID''']] is the system's unique numerical value associated with each User record.
* [[Determining the roleid|'''Role ID''']] is the system's unique numeral value association with each Role.
* [[Determining the opportunityid|'''Level 1 ID''']] is the system's unique numerical value associated with each UTA-L1 record.
* [[Determining the eventid|'''Level 2 ID''']] is the system's unique numerical value associated with each UTA-L2 record.
* [[Determining the eventid|'''Level 3 ID''']] is the system's unique numerical value associated with each UTA-L3 record.
* '''Start Date''' is the effective start date of the association role. Date format should be in '''yyyy-mm-dd'''.
* '''End Date''' is the effective end date of the association role. Date format should be in '''yyyy-mm-dd'''.

==Custom Fields in Associations==
Custom fields should be created before mapping them in the Auto Loader settings.<br />
[[Creating_Custom_Fields|To add Custom fields,]]


Contacts

# Under the Configuration menu, click on''' Roles and Security''' followed by '''User Roles'''.
# Click into one of the Roles, followed by the '''Custom Field''' tab on the left.
# Under the Field Entity drop-down, select Organization Association, Level One Association or Level Two Association to view fields under those entities.
# Click the '''+''' button on the upper left of the screen in order to create a new custom field.


Creating company association fields for UTA objects

# Within the '''UTA Settings''', navigate to your Level One settings OR Level Two settings tab
# Scroll to the bottom of the page and under Company Association header click on '''Company Roles'''.
# Click on a role to manage association fields for that specific role
# Else, click on '''Custom fields''' along the top followed by Level One or Level Two to create a common field.

==Auto Loader Settings==
Please refer to [[Auto Loader|Auto Loader Wiki]] on instructions on how to create an Auto Loader. <br />
Additional Auto Loader settings for associations:

# In the drop down list for '''[[Auto_Loader#Defining_the_Record_Type|Record Type]]''', select either ''Company,'' ''People, UTA-L1, UTA-L2<br />''
# In the dropdown list for '''Item''', select ''Associations''
# Under '''New Record''' Section, click '''Create''' if new association records will be created. Unclick when you only want to update existing records.
# Under Column Mapping, map each column of the file to your SmartSimple Standard Fields and/or Custom Fields.
# To add/update association records, the following standard fields should be included:

{| class="wikitable"
|-
||Association SF/CF
||ADD
||UPDATE
||[[Autoloader_for_Associations#Types_of_Associations|Type of Association]]
|-
||Association ID
||
||required
||Type 1-6
|-
||[[Determining_the_companyid|Company ID]]
||required
||required
||Type 1,2,5
|-
||[[Determining_the_userid|Contact ID]]
||required
||required
||Type 1,3,4
|-
||[[Determining_the_roleid|Role ID]]
||required
||required
||Type 1-6
|-
||Start Date
||required
||required
||Type 1-3
|-
||End Date
||required
||required
||Type 1-3
|-
||[[Determining the opportunityid|'''Level 1 ID''']]
||required
||required
||Type 4-6
|-
||[[Determining the eventid|'''Level 2 ID''']]
||required
||required
||Type 4-6
|}

==See Also==
[[Association Settings]]<br />
[[Importing Organizations or Contacts Association|File Upload Wizard for Associations]]


[[Category:Data Import]][[Category:Global Settings]]