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==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 Record Type to Companyand Item 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 parent account field in order to establish “account ownership”“company hierarchy”. This section is only displayed at the bottom of the Autoloader page if you have set the Record Type to Companyand Item to company.
:[[Image:Auto10b.png]]
:''For example, if the imported account file contains an employee a parent ID field, then this can be matched to the user account table – providing each user company with an employee ID fielda parent company.''
==Updating Event / Transaction Parent Company ==
When you are updating company type related to a Transaction information you can automatically associate an account field to a transaction field in order to establish a parent for the transaction.
If no matches exist then you can select the required action using the '''No parent matched action''' drop-down.
:* Reject Record - record is not loaded into the system
:* Add as orphan record - record is loaded into the system but without being attached to a parent company
:* Attach to dummy account - record is loaded into the system and is attached to the parent company specified in the '''Default Parent ID''' field.
This section is only displayed at the bottom of the Autoloader page if you have set the Type to Company and the Item to either Event or Transaction.
:[[Image:Auto10c.png]]