Difference between revisions of "Autoloader for Associations"

Revision as of 14:58, 16 October 2017

Overview

Autoloader for Associations can add or update association records.

Types of Associations

There are five (6) types of associations within SmartSimple.

1. Company-Contact Association

• associations between organizations and contacts
• custom fields can also be added and imported in this section

2. Company Relationship

• relationships between companies

3. Contact Relationship

• relationships between contacts

4. [Contacts and Accounts to the Universal Tracking Application|UTA-Contact Relationship]

• relationships between Universal Tracking Application L1/L2 and Contacts

5. [Contacts and Accounts to the Universal Tracking Application|UTA-Organization Relationship]

• relationships between Universal Tracking Application L1/L2 and Organizations

6. Consumer-Provider Relationship

• relationships between two Universal Tracking Applications

Prerequisites

• Relationship should be enabled
• Roles have been created
• Organizations or Contacts should be existing on the instance
• Custom fields have been created

Standard Fields in Associations

• Association ID is the system's unique numerical value association with each Association record.
• Company ID is the system's unique numerical value associated with each Company record.
• Contact ID is the system's unique numerical value associated with each User record.
• Role ID is the system's unique numeral value association with each Role.
• Start Date is the effective start date of the association role. Date format should be in yyyy-mm-dd.
• End Date is the effective end date of the association role. Date format should be in yyyy-mm-dd.

Custom Fields in Associations

Custom fields should be created before mapping them in the Auto Loader settings. To add Custom fields,

1. Under the Configuration menu, click on Roles & Permissions
2. Click on User Roles.
3. Click on Custom Fields found on the upper left of the screen.
4. Select Association, then add all the custom fields by clicking the + button found in the upper left of the screen.

Auto Loader Settings

Please refer to Auto Loader Wiki on instructions on how to create an Auto Loader.
Currently, autolaoder can process Company-Contact Association (Type #1 above).
Additional Auto Loader settings for associations:

1. In the drop down list for Record Type, select either Company or People
2. In the dropdown list for Item, select Associations
3. Under New Record Section, click Create if new association records will be created. Unclick when you only want to update existing records.
4. Under Column Mapping, map each column of the file to your SmartSimple Standard Fields and/or Custom Fields.
5. To update association records, three standard fields should be included: Association ID, Company ID, Contact ID with Association ID as the identifier.

See Also

Association Settings
File Upload Wizard for Associations