Difference between revisions of "Autoloader for Associations"

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==Overview==
 
==Overview==
−
Autoloader for Associations can add or update association records. <br>
+
Autoloader for Associations can add or update association records.  
  
 
==Types of Associations==
 
==Types of Associations==
−
There are five (5) types of associations within SmartSimple.
+
There are five (6) types of associations within SmartSimple.
  
−
:1. [[Creating Associates/Associations|Company-Contact Association]]  
+
: 1. [[Creating Associates/Associations|Company-Contact Association]]
−
::*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#Multiple_Contact_List|UTA-Contact Relationship]]  
+
: 4. [[Relating Contacts and Accounts to the Universal Tracking Application|UTA-Contact Relationship]]
−
::*relationships between Universal Tracking Application and Contacts
+
::* relationships between Universal Tracking Application L1/L2 and Contacts
−
:3. [[Relating_Contacts_and_Accounts_to_the_Universal_Tracking_Application#Multiple_Account_List|UTA-Organization Relationship]]  
+
: 5. [[Relating Contacts and Accounts to the Universal Tracking Application|UTA-Organization Relationship]]
−
::*relationships between Universal Tracking Application and Organizations
+
::* relationships between Universal Tracking Application L1/L2 and Organizations
 +
: 6. [[UTA Provider/Consumer Relationships|Consumer-Provider Relationship]]
 +
::* relationships between two Universal Tracking Applications
  
 
==Prerequisites==
 
==Prerequisites==
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==Standard Fields in Associations==
 
==Standard Fields in Associations==
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*'''Association ID''' is the system's unique numerical value association with each Association record.
+
* '''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 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 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 roleid|'''Role ID''']] is the system's unique numeral value association with each Role.
−
*'''Start Date''' is the effective start date of the association role. Date format should be in '''yyyy-mm-dd'''.
+
* [[Determining the opportunityid|'''Level 1 ID''']] is the system's unique numerical value associated with each UTA-L1 record.
−
*'''End Date''' is the effective end date of the association role. Date format should be in '''yyyy-mm-dd'''.
+
* [[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 in Associations==
−
Custom fields should be created before mapping them in the Auto Loader settings.
+
Custom fields should be created before mapping them in the Auto Loader settings.<br />
−
To add Custom fields,  
+
[[Creating_Custom_Fields|To add Custom fields,]]
−
# Under the '''Configuration''' menu, click on '''[[Roles & Permissions|Roles & Permissions]]'''
+
 
−
# Click on '''User Roles'''.
+
 
−
# Click on '''Custom Fields''' found on the upper left of the screen.
+
Contacts
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# Select '''Association''', then add all the custom fields by clicking the '''+''' button found in the upper left of the screen.
+
 
 +
# 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==
 
==Auto Loader Settings==
−
Please refer to [[Auto Loader|Auto Loader Wiki]] on instructions on how to create an Auto Loader. <br>
+
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).
+
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''
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# 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''
+
# 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 '''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.
+
# 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.
+
# 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==
 
==See Also==
−
[[Association Settings|Association Settings]]<br>
+
[[Association Settings]]<br />
−
[[Importing Organizations or Contacts Association|File Upload Wizard for Associations]]<br>
+
[[Importing Organizations or Contacts Association|File Upload Wizard for Associations]]
  
  
 
[[Category:Data Import]][[Category:Global Settings]]
 
[[Category:Data Import]][[Category:Global Settings]]

Latest revision as of 12:22, 25 April 2019

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 associated 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,


Contacts

  1. Under the Configuration menu, click on Roles and Security followed by User Roles.
  2. Click into one of the Roles, followed by the Custom Field tab on the left.
  3. Under the Field Entity drop-down, select Organization Association, Level One Association or Level Two Association to view fields under those entities.
  4. 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

  1. Within the UTA Settings, navigate to your Level One settings OR Level Two settings tab
  2. Scroll to the bottom of the page and under Company Association header click on Company Roles.
  3. Click on a role to manage association fields for that specific role
  4. 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 Wiki on instructions on how to create an Auto Loader.
Additional Auto Loader settings for associations:

  1. In the drop down list for Record Type, select either Company, People, UTA-L1, UTA-L2
  2. In the dropdown list for Item, select Associations
  3. Under New Record Section, click Create if new association records will be created. Unclick when you only want to update existing records.
  4. Under Column Mapping, map each column of the file to your SmartSimple Standard Fields and/or Custom Fields.
  5. To add/update association records, the following standard fields should be included:
Association SF/CF ADD UPDATE Type of Association
Association ID required Type 1-6
Company ID required required Type 1,2,5
Contact ID required required Type 1,3,4
Role ID required required Type 1-6
Start Date required required Type 1-3
End Date required required Type 1-3
Level 1 ID required required Type 4-6
Level 2 ID required required Type 4-6

See Also

Association Settings
File Upload Wizard for Associations

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