Smartstaff, administrator
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:* 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 '''Record Type ''' to Company and the '''Item ''' to either Event or Transaction.
:[[Image:Auto10c.png]]
==Updating Parent Company==
When you are updating people 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 People.
:[[Image:Auto10f.png]]
==Updating Event / Transaction Parent User ==
When you are updating user type related to a Transaction information you can automatically associate a user field to a transaction field in order to establish a parent user 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 '''Record Type''' to People and the '''Item''' to either Event or Transaction.
:[[Image:Auto10d.png]]
==Branch, Company and Owner Custom Field Matching==
When you are updating UTA information you can automatically associate a 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 People.
:[[Image:Auto10e.png]]
==Updating Tracking Parent==
:[[Image:Auto10g.png]]
==File Preparation==
This sectoin allows for manipulation of the data prior to the autolaoder actually loading the data onto the system.
:[[Image:AutoFilePreparation.png]]
