Changes

Auto Loader

543 bytes added, 19:05, 10 February 2018
Updating Account Parent
==Updating Account Parent==
When you are updating company type information you can automatically associate an account field to a parent account field in order to establish “company hierarchy”. This section is only displayed at the bottom of the Autoloader page if you have set the Record Type to Company and Item to company.
When you are updating company type information you can automatically associate an account field to a parent account field in order to establish “company hierarchy”. This section is only displayed at the bottom of the Autoloader page if you have set the Record Type to Company and Item to company.:[[Image:Auto10b.png]]:''For example, if the imported account file contains a parent ID field, then this can be matched to the account table – providing each company with a parent company.''<br />: '''AutoLoader Configuration Example:''': [[File:Update_Account_Parent_Example.JPG]]: The Account field AutoLoader Parent ID is a empty field that will get populated with the second value in the CSV record below<br />: '''Source File Example:''': [[File:Update_Account_Parent_Example_-_Source_File.JPG]]: '''Explanation - A report with the Company ID and the Parent ID needs to be created and exported to a CSV file. The Account records with a Company ID IN (278520,297733,316703) will have their Parent ID changed to 349238.'''
==Updating Event / Transaction Parent Company ==