Difference between revisions of "Autoloader for Associations"
From SmartWiki
(→Auto Loader Settings) |
(→Standard Fields in Associations) |
||
| (5 intermediate revisions by 2 users not shown) | |||
| Line 26: | Line 26: | ||
==Standard Fields in Associations== | ==Standard Fields in Associations== | ||
| − | * '''Association ID''' is the system's unique numerical value | + | * '''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. | ||
| Line 37: | Line 37: | ||
==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 ''' | + | |
| − | # Click | + | Contacts |
| − | # Click | + | |
| − | # | + | # 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== | ||
| Line 65: | Line 76: | ||
|| | || | ||
||required | ||required | ||
| − | || | + | ||Type 1-6 |
|- | |- | ||
||[[Determining_the_companyid|Company ID]] | ||[[Determining_the_companyid|Company ID]] | ||
| Line 85: | Line 96: | ||
||required | ||required | ||
||required | ||required | ||
| − | ||Type 1- | + | ||Type 1-3 |
|- | |- | ||
||End Date | ||End Date | ||
||required | ||required | ||
||required | ||required | ||
| − | ||Type 1- | + | ||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 |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
|} | |} | ||
Latest revision as of 12:22, 25 April 2019
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 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
- 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 Wiki on instructions on how to create an Auto Loader.
Additional Auto Loader settings for associations:
- In the drop down list for Record Type, select either Company, People, UTA-L1, UTA-L2
- 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:
| 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 |
