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→Standard Fields in Associations
==Standard Fields in Associations==
* '''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.
==Custom Fields in Associations==
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'''[[Configuration Menu|Configuration]]Roles 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.
==Auto Loader Settings==
# 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, the following standard fields should be included: <br/><br/>
{| 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 1,2,5|-||[[Determining_the_userid|Contact ID]]||required||required||Type 1,3,4|-||[[Determining_the_roleid|Role ID]]||required||required||Type 1-6
|-
||Association ID Start Date||required||required||Type 1-3
|-
||End Date||required||required||Type 1-3
|-
||[[Determining the opportunityid|'''Level 1 ID''']]||required||required||Type 4-6
|-
||[[Determining the eventid|'''Level 2 ID''']]||required||required||Type 4-6
|}
