Smartstaff, administrator
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* If used the fields should be marked as the Identifier.
* These fields would normally be used if you have extracted data from [[SmartSimple]] including those ID fields, updated the data outside of [[SmartSimple]] and wish to import the updated information.
==Updating Account Owners==
When you are updating company type information you can automatically associate an account field to a user field in order to establish “account ownership”. This section is only displayed at the bottom of the Autoloader page if you have set the Type to Company.
:[[Image:Auto10a.png]]
:''For example, if the imported account file contains an employee ID field, then this can be matched to the user table – providing each user with an employee ID field.''
==Updating Account Parent==
When you are updating company type information you can automatically associate an account field to a user field in order to establish “account ownership”. This section is only displayed at the bottom of the Autoloader page if you have set the Type to Company.
:[[Image:Auto10b.png]]
:''For example, if the imported account file contains an employee ID field, then this can be matched to the user table – providing each user with an employee ID field.''
==Updating Event / Transaction Parent Company ==
:[[Image:Auto10c.png]]
==Updating Event / Transaction Parent User ==
:[[Image:Auto10d.png]]
==Updating Parent Company==
:[[Image:Auto10f.png]]
==Branch, Company and Owner Custom Field Matching==
:[[Image:Auto10e.png]]
==Updating Tracking Parent==
:[[Image:Auto10g.png]]
==File Preparation==
When
==External Data Source==
When
* Click the '''Activate''' check box.
[[Category:Global Settings]][[Category:Integration]]
