Changes

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

* '''Association ID''' is the system's unique numerical value association associated with each Association record.

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''' Roles and Security''' followed by '''User Roles'''.# Click into one of the Roles, followed by the '''Custom 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 the '''+''' button on the upper left of the screen in order to create a new custom field.  Creating company association fields for UTA objects

# Under Within the '''[[Configuration Menu|Configuration]]UTA Settings''' menu, navigate to your Level One settings OR Level Two settings tab# Scroll to the bottom of the page and under Company Association header click on '''[[Roles & Permissions|Company Roles & Permissions]]'''.# Click on '''User Roles'''.a role to manage association fields for that specific role# Click Else, click on '''Custom Fieldsfields''' found on along the upper left of the screen.# Select '''Association''', then add all the custom fields top followed by clicking the '''+''' button found in the upper left of the screenLevel 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>