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Created page with "==Overview== Autoloader for Associations can add or update association records. <br> ==Types of Associations== There are five (5) types of associations within SmartSimple...."
==Overview==
Autoloader for Associations can add or update association records. <br>
==Types of Associations==
There are five (5) 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_List|UTA-Contact Relationship]]
::*relationships between Universal Tracking Application and Contacts
:3. [[Relating_Contacts_and_Accounts_to_the_Universal_Tracking_Application#Multiple_Account_List|UTA-Organization Relationship]]
::*relationships between Universal Tracking Application and Organizations
==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.
*[[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.
*'''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,
# Under the '''Configuration''' menu, click on '''[[Roles & Permissions|Roles & Permissions]]'''
# Click on '''User Roles'''.
# Click on '''Custom Fields''' found on the upper left of the screen.
# 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|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 '''Record Type''', select either ''Company'' or '' People''
#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 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|Association Settings]]<br>
[[Importing Organizations or Contacts Association|File Upload Wizard for Associations]]<br>
[[Category:Global Settings]][[Category:Associations]]
Autoloader for Associations can add or update association records. <br>
==Types of Associations==
There are five (5) 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_List|UTA-Contact Relationship]]
::*relationships between Universal Tracking Application and Contacts
:3. [[Relating_Contacts_and_Accounts_to_the_Universal_Tracking_Application#Multiple_Account_List|UTA-Organization Relationship]]
::*relationships between Universal Tracking Application and Organizations
==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.
*[[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.
*'''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,
# Under the '''Configuration''' menu, click on '''[[Roles & Permissions|Roles & Permissions]]'''
# Click on '''User Roles'''.
# Click on '''Custom Fields''' found on the upper left of the screen.
# 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|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 '''Record Type''', select either ''Company'' or '' People''
#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 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|Association Settings]]<br>
[[Importing Organizations or Contacts Association|File Upload Wizard for Associations]]<br>
[[Category:Global Settings]][[Category:Associations]]
