Changes

The following settings are used to configure the receiving from [[Instance|instance]]:

* '''Alias''' - The [[Alias|alias ]] of sending [[SmartSimple ]] [[Instance|instance]].* '''Id''' - Arbitrary two digit number unique to sending [[Instance|instance]].* '''Description''' - The full company name of sending [[Instance|instance ]] for identification.* '''Unpack Workflow''' - A [[Workflow|workflow ]] to be executed when the package is unpacked. When creating an Unpack [[Workflow]] select the UTA Name as the '''Workflow Type''' and set the '''Trigger When''' as ''--Deactivate--''.

{| border="1"|'''Setting'''|'''Description'''|-|{{l1}} People|Determines if contacts associated with {{l1}} should be imported to the receiving instance.|-|{{l1}} Contact Companies|Determines if companies associated with contacts that are associated with {{l1}} should be imported to the receiving instance.|-|Level 1 Companies|Determines if companies associated with level 1 should be imported to the receiving instance.|-|{{l2}} People|Determines if contacts associated with {{l2}} should be imported to the receiving instance.|-|{{l2}} People Companies|Determines if companies associated with contacts that are associated with {{l2}} should be imported to the receiving instance.|-|{{l3}} People|Determines if contacts associated with {{l3}} should be imported to the receiving instance.|-|{{l3}} People Companies|Determines if companies associated with contacts that are associated with {{l3}} should be imported to the receiving instance.|-|Default Company|Choose a location in the organization [[Image:397uta.pnghierarchy]]where new companies should be added.|-|Merge People|Determines the behaviour when merging people:*'''Do not Search for Duplicate - Always New''' - no checking, contact always added*'''Search within Default parent company''' - only parent company will be checked for duplicates*'''Search within whole organization''' - all companies in instance will be searched|-|Merge Companies[[Image|Determines the behaviour when merging companies:401uta*'''Do not Search for Duplicate - Always New''' - no checking, company always added*'''Search within Default parent company''' - only parent company will be checked for duplicates*'''Search within whole organization''' - all companies in instance will be searched|-|Default People Role|Defines the user role that should be associated with new people that are created in the system.png]]|-|Default Company Category|Defines the company category that should be associated with new companies that are created in the system.|}

These settings define an email alert when a new data package arrives from sender. This email will be automatically generated by the system. [[Image:406utaPackageNotification.png]] * '''Acknowledge Users''' - Email addresses of recipients or groups. Use the '''Lookup''' button to select [[User|users]].* '''CC''' - Email addresses of recipients or groups who will be copied into the email. * '''From Address''' - Sending email address if appropriate. If this address is not entered, the address '''smartsimplemailer@smartsimple.com'''.* '''Subject''' - Message subject for email alert.* '''Body''' - Email message to recipient.  [[Variables]] can be added to all the above fields to personalize the emails. [[List Syntax]] can be used to include multiple recipients. ==Notes Email Settings== These settings define an email alert when new notes arrives from the sender. This email will be automatically generated by the system. [[Image:NoteNotification.png]]

==See Also==* [[Category:Universal Tracking ApplicationAutomatically Unpack Incoming Packages]] [[Category:ApplicationsData Exchange]]