Difference between revisions of "Autoloader for Associations"
From SmartWiki
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==Overview== | ==Overview== | ||
| − | Autoloader for Associations can add or update | + | Autoloader for Associations can add or update association records. |
==Types of Associations== | ==Types of Associations== | ||
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::* associations between organizations and contacts | ::* associations between organizations and contacts | ||
::* custom fields can also be added and imported in this section | ::* custom fields can also be added and imported in this section | ||
| − | |||
: 2. [[Company Relationship]] | : 2. [[Company Relationship]] | ||
::* relationships between companies | ::* relationships between companies | ||
| − | |||
: 3. [[Creating People Relationships|Contact Relationship]] | : 3. [[Creating People Relationships|Contact Relationship]] | ||
::* relationships between contacts | ::* relationships between contacts | ||
| − | |||
: 4. [[Relating Contacts and Accounts to the Universal Tracking Application|UTA-Contact Relationship]] | : 4. [[Relating Contacts and Accounts to the Universal Tracking Application|UTA-Contact Relationship]] | ||
::* relationships between Universal Tracking Application L1/L2 and Contacts | ::* relationships between Universal Tracking Application L1/L2 and Contacts | ||
| − | |||
: 5. [[Relating Contacts and Accounts to the Universal Tracking Application|UTA-Organization Relationship]] | : 5. [[Relating Contacts and Accounts to the Universal Tracking Application|UTA-Organization Relationship]] | ||
::* relationships between Universal Tracking Application L1/L2 and Organizations | ::* relationships between Universal Tracking Application L1/L2 and Organizations | ||
| − | |||
: 6. [[UTA Provider/Consumer Relationships|Consumer-Provider Relationship]] | : 6. [[UTA Provider/Consumer Relationships|Consumer-Provider Relationship]] | ||
::* relationships between two Universal Tracking Applications | ::* relationships between two Universal Tracking Applications | ||
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==Auto Loader Settings== | ==Auto Loader Settings== | ||
| − | Please refer to [[Auto Loader|Auto Loader Wiki]] | + | Please refer to [[Auto Loader|Auto Loader Wiki]] on instructions on how to create an Auto Loader. <br /> |
Currently, autolaoder can process Company-Contact Association (Type #1 above). | Currently, autolaoder can process Company-Contact Association (Type #1 above). | ||
| − | <br> Additional Auto Loader settings for associations: | + | <br /> Additional Auto Loader settings for associations: |
| − | #In the drop down list for '''Record Type''', select either ''Company'' or '' People'' | + | |
| − | #In the dropdown list for '''Item''', select ''Associations'' | + | # In the drop down list for '''[[Auto_Loader#Defining_the_Record_Type|Record Type]]''', select either ''Company'' or '' People'' |
| − | #Under '''New Record''' Section, click '''Create''' if new association records will be created. Unclick when you only want to update existing records. | + | # In the dropdown list for '''Item''', select ''Associations'' |
| − | #Under Column Mapping, map each column of the file to your SmartSimple Standard Fields and/or Custom Fields. | + | # Under '''New Record''' Section, click '''Create''' if new association records will be created. Unclick when you only want to update existing records. |
| − | #To update association records, three standard fields should be included: '''Association ID''', '''Company ID''', '''Contact ID''' with '''Association ID''' as the identifier. | + | # Under Column Mapping, map each column of the file to your SmartSimple Standard Fields and/or Custom Fields. |
| + | # To update association records, three standard fields should be included: '''Association ID''', '''Company ID''', '''Contact ID''' with '''Association ID''' as the identifier. | ||
==See Also== | ==See Also== | ||
| − | [[ | + | [[Association Settings]]<br /> |
| − | [[Importing Organizations or Contacts Association|File Upload Wizard for Associations]] | + | [[Importing Organizations or Contacts Association|File Upload Wizard for Associations]] |
[[Category:Data Import]][[Category:Global Settings]] | [[Category:Data Import]][[Category:Global Settings]] | ||
Revision as of 14:37, 24 November 2017
Contents
Overview
Autoloader for Associations can add or update association records.
Types of Associations
There are five (6) types of associations within SmartSimple.
- 1. 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. Contact Relationship
- relationships between contacts
- 4. UTA-Contact Relationship
- relationships between Universal Tracking Application L1/L2 and Contacts
- 5. UTA-Organization Relationship
- relationships between Universal Tracking Application L1/L2 and Organizations
- 6. 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 association with each Association record.
- Company ID is the system's unique numerical value associated with each Company record.
- Contact ID is the system's unique numerical value associated with each User record.
- Role ID is the system's unique numeral value association with each Role.
- Level 1 ID is the system's unique numerical value associated with each UTA-L1 record.
- Level 2 ID is the system's unique numerical value associated with each UTA-L2 record.
- 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. To add Custom fields,
- Under the Configuration menu, click on Roles & Permissions
- Click on User Roles.
- Click on Custom Fields found on the upper left of the screen.
- Select Association, then add all the custom fields by clicking the + button found in the upper left of the screen.
Auto Loader Settings
Please refer to Auto Loader Wiki on instructions on how to create an Auto Loader.
Currently, autolaoder can process Company-Contact Association (Type #1 above).
Additional Auto Loader settings for associations:
- In the drop down list for Record Type, select either Company or People
- 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 update association records, three standard fields should be included: Association ID, Company ID, Contact ID with Association ID as the identifier.
