27
edits
Changes
→Updating Account Parent
: [[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.''
: '''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'''
: '''Source File Example:'''
: [[File:Update_Account_Parent_Example_-_Source_File.JPG]]
: '''Explanation - Action: A two column report with the Company ID and the Parent ID needs to be created and , exported to a CSV fileand uploaded to the associated SmartFolder. ''': Result: The Account records with a Company ID IN (278520,297733,316703) will have their Parent ID changed to 349238.'''
==Updating Event / Transaction Parent Company ==