Smartstaff, administrator
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Changes
→Defining the Column Mapping
* In order for the update to succeed, a single field is required to match an upload record to an existing database record this is indicated as the Identifier field. Customer data will generally be an account number type field.
* The Table header field is only required if you are using the HTML Table feature or when loading an XML file.
* The '''Duplicate Match Beahviour''' drop-down allows user to specify the behaviour whenever multiple records are matched using the Identifier field(s).
:* Update Unique Match Only - will only update one of the matching records
:* Update All Matches - will update all matching records
<font size="3">'''IMPORTANT:''' </font><br>
* 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==