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Autoloader for Associations

80 bytes removed, 19:45, 24 November 2017
Auto Loader Settings
==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,'' ''People, UTA-L1, UTA-L2<br />''
# 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: <br/>'''Association ID''', '''Company ID''', '''Contact ID''' with '''Association ID''' as the identifier.
==See Also==
Smartstaff
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