Changes

Jump to: navigation, search

Autoloader for Associations

17 bytes added, 19:37, 24 November 2017
no edit summary
==Overview==
Autoloader for Associations can add or update association records. <br>
==Types of Associations==
::* 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|UTA-Contact Relationship]]
::* relationships between Universal Tracking Application L1/L2 and Contacts
 
: 5. [[Relating Contacts and Accounts to the Universal Tracking Application|UTA-Organization Relationship]]
::* relationships between Universal Tracking Application L1/L2 and Organizations
 
: 6. [[UTA Provider/Consumer Relationships|Consumer-Provider Relationship]]
::* relationships between two Universal Tracking Applications
==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 '''[[Auto_Loader#Defining_the_Record_Type|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:Data Import]][[Category:Global Settings]]
Smartstaff
1,385
edits

Navigation menu