Smartstaff, administrator
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:[[Image:Auto10a.png]]
:''For example, if the imported account file contains an employee ID field, then this can be matched to the user table – providing each user with an employee ID field.''
==Updating Account Parent==
==Branch, Company and Owner Custom Field Matching==
When you are updating UTA information you can automatically associate a standard field to a on the UTA with user field and company fields in order to establish “account ownership” individual or organizational ownership. This section is only displayed at the bottom of the Autoloader page if you have set the Record Type to People[[[UTA]]] and the Level to Level 1.
:[[Image:Auto10e.png]]
==Updating Tracking Parent==
When you are updating UTA Level 2 or 3 information you can automatically associate a field on the level 2 with a field on the level 1, or associate a field on the level 3 with a field on the level 1, in order to establish a relationship between the entities. This section is only displayed at the bottom of the Autoloader page if you have set the Record Type to [[[UTA]]] and the Level to Level 2 or 3.
:[[Image:Auto10g.png]]
==File Preparation==
This sectoin section allows for manipulation of the data prior to the autolaoder actually loading the data onto the system.
:[[Image:AutoFilePreparation.png]]
