SmartWiki
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User contributions
26 July 2018
Exporting Reports
File Extension
+17
File:Advanced export settings3.png
Lalaine Songalia uploaded a new version of File:Advanced export settings3.png
File:Advanced export settings3.png
Lalaine Songalia uploaded a new version of File:Advanced export settings3.png
Exporting Reports
Custom Export
+23
Exporting Reports
Procedure
+43
Linking Autoloaders
Configuration
+1
Auto Loader
Overview
-6
25 July 2018
Auto Loader
Additional Settings
-7
Auto Loader
Additional Settings
+50
File:AutoSOAP.png
Lalaine Songalia uploaded a new version of File:AutoSOAP.png
File:AutoHTTP.png
Lalaine Songalia uploaded a new version of File:AutoHTTP.png
File:AutoFilePreparation.png
Lalaine Songalia uploaded a new version of File:AutoFilePreparation.png
Auto Loader
File Preparation
-9
File:AutoXML.png
Lalaine Songalia uploaded a new version of File:AutoXML.png
Auto Loader
Parent record match field ids
-9
File:AutoXML.png
Lalaine Songalia uploaded a new version of File:AutoXML.png
File:Auto10g.png
Lalaine Songalia uploaded a new version of File:Auto10g.png
Auto Loader
Updating Tracking Parent
-11
Auto Loader
Branch, Company and Owner Custom Field Matching
-9
File:Auto10e.png
Lalaine Songalia uploaded a new version of File:Auto10e.png
Auto Loader
Updating Event / Transaction Parent User
-19
Auto Loader
Updating Parent Company
-10
File:Auto10f.png
Lalaine Songalia uploaded a new version of File:Auto10f.png
File:Auto10c.png
Lalaine Songalia uploaded a new version of File:Auto10c.png
Auto Loader
Updating Event / Transaction Parent Company
-19
Auto Loader
Updating Account Owners
+6
Auto Loader
Updating Account Parent
+15
Auto Loader
Updating Account Owners
-13
File:Auto10a.png
Lalaine Songalia uploaded a new version of File:Auto10a.png
File:Auto10b.png
Lalaine Songalia uploaded a new version of File:Auto10b.png
Auto Loader
Defining the Column Mapping
+18
Auto Loader
Defining the Column Mapping
-1
Auto Loader
Defining the Column Mapping
+1
Auto Loader
Defining the Column Mapping
+17
File:Auto9.png
Lalaine Songalia uploaded a new version of File:Auto9.png
Auto Loader
File Layout
+48
File:Auto8.png
Lalaine Songalia uploaded a new version of File:Auto8.png
Auto Loader
UTA Record / all Levels
+17
Auto Loader
Company or Contact Record / Event or Transaction Item
+17
Auto Loader
UTA Record / all Levels
+182
File:AutoloaderNewRecordUTA.png
Lalaine Songalia uploaded a new version of File:AutoloaderNewRecordUTA.png
Auto Loader
Company or Contact Record / Event or Transaction Item
+180
File:Auto7c.png
Lalaine Songalia uploaded a new version of File:Auto7c.png
Auto Loader
Company Record / Company Item
+5
Auto Loader
Contact Record / Contact Item
+195
File:Auto7b.png
Lalaine Songalia uploaded a new version of File:Auto7b.png
Auto Loader
Company Record / Company Item
Auto Loader
Company Record / Company Item
+188
File:Auto5b.png
Lalaine Songalia uploaded a new version of File:Auto5b.png
File:Auto7.png
Lalaine Songalia uploaded a new version of File:Auto7.png