Changes

Autoloader for Associations can add or update association records. <br>

There are five (56) types of associations within SmartSimple.

:1. [[Creating Associates/Associations|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. [[Creating People Relationships|Contact Relationship]] ::*relationships between contacts:4. [[Relating_Contacts_and_Accounts_to_the_Universal_Tracking_Application#Multiple_Contact_ListRelating Contacts and Accounts to the Universal Tracking Application|UTA-Contact Relationship]] ::*relationships between Universal Tracking Application L1/L2 and Contacts:35. [[Relating_Contacts_and_Accounts_to_the_Universal_Tracking_Application#Multiple_Account_ListRelating Contacts and Accounts to the Universal Tracking Application|UTA-Organization Relationship]] ::*relationships between Universal Tracking Application L1/L2 and Organizations: 6. [[UTA Provider/Consumer Relationships|Consumer-Provider Relationship]]::* relationships between two Universal Tracking Applications

*'''Association ID''' is the system's unique numerical value association associated with each Association record.*[[Determining the companyid|'''Company ID''']] is the system's unique numerical value associated with each Company record.*[[Determining the userid|'''Contact ID''']] is the system's unique numerical value associated with each User record.*[[Determining the roleid|'''Role ID''']] is the system's unique numeral value association with each Role.* [[Determining the opportunityid|'''Level 1 ID''']] is the system's unique numerical value associated with each UTA-L1 record.* [[Determining the eventid|'''Level 2 ID''']] is the system's unique numerical value associated with each UTA-L2 record.* [[Determining the eventid|'''Level 3 ID''']] is the system's unique numerical value associated with each UTA-L3 record.*'''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 should be created before mapping them in the Auto Loader settings.<br />[[Creating_Custom_Fields|To add Custom fields, ]]  Contacts # Under the Configuration menu, click on'''ConfigurationRoles and Security''' menu, click on followed by '''[[Roles & Permissions|User Roles & Permissions]]'''.# Click on into one of the Roles, followed by the '''User RolesCustom Field'''tab on the left.# Under the Field Entity drop-down, select Organization Association, Level One Association or Level Two Association to view fields under those entities.# Click on the '''Custom Fields+''' found button on the upper left of the screenin order to create a new custom field.  Creating company association fields for UTA objects # Select Within the '''AssociationUTA Settings''', then add all navigate to your Level One settings OR Level Two settings tab# Scroll to the bottom of the custom page and under Company Association header click on '''Company Roles'''.# Click on a role to manage association fields by clicking the for that specific role# Else, click on '''+Custom fields''' button found in along the upper left of the screentop followed by Level One or Level Two to create a common field.

Please refer to [[Auto Loader|Auto Loader Wiki]] on instructions on how to create an Auto Loader. <br/>Currently, autolaoder can process Company-Contact Association (Type #1 above).<br> Additional Auto Loader settings for associations: #In the drop down list for '''[[Auto_Loader#Defining_the_Record_Type|Record Type]]''', select either ''Company,'' or '' People, UTA-L1, UTA-L2<br />''#In the dropdown list for '''Item''', select ''Associations''#Under '''New Record''' Section, click '''Create''' if new association records will be created. Unclick when you only want to update existing records.#Under Column Mapping, map each column of the file to your SmartSimple Standard Fields and/or Custom Fields.#To add/update association records, three the following standard fields should be included: ''' {| class="wikitable"|-||Association SF/CF||ADD||UPDATE||[[Autoloader_for_Associations#Types_of_Associations|Type of Association]]|-||Association ID'''||||required||Type 1-6|-||[[Determining_the_companyid|Company ID]]||required||required||Type 1,2, '''Company 5|-||[[Determining_the_userid|Contact ID''']]||required||required||Type 1,3, 4|-||[[Determining_the_roleid|Role ID]]||required||required||Type 1-6|-||Start Date||required||required||Type 1-3|-||End Date||required||required||Type 1-3|-||[[Determining the opportunityid|'''Contact Level 1 ID''' with ]]||required||required||Type 4-6|-||[[Determining the eventid|'''Association Level 2 ID''' as the identifier.]]||required||required||Type 4-6|}

[[Association Settings|Association Settings]]<br/>[[Importing Organizations or Contacts Association|File Upload Wizard for Associations]]<br>

[[Category:Global SettingsData Import]][[Category:AssociationsGlobal Settings]]