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]]<br />*: ''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 />*: '''Example: Updating Account Parent AutoLoader Configuration:'''<br />*: [[File:Update_Account_Parent_Example.JPG]]<br />*: '''The AutoLoader Parent ID field is an Account field that will get populated with the second value (Parent ID) from the CSV record below.'''<br />*: '''Example: AutoLoader Source File:'''<br />*: [[File:Update_Account_Parent_Example_-_Source_File.JPG]]<br />*: '''Action: A two column report with the Company ID and the Parent ID needs to be created, exported to a CSV file and uploaded to the associated AutoLoader SmartFolder. '''<br />*: 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==