Smartstaff, administrator
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Changes
→Additional Settings
* '''File Type''' – select the file type of the file for processing
* '''File Encoding''' – select the file encoding of the file for processing
* '''Record Type''' – drop-down list that allows the user to select what object to process* '''Item'''or '''App Level''' – drop-down list of items from the '''Record Type'''. Caption will appear as Item when Record Type set to Contact or Company. Caption appears as App. Level for UTA specific Record Types.
* '''Activate''' – enables the Autoloader. Until this check box is enabled the Autoloader will not execute.
* '''Connection Type''' – drop-down list that allows the user to select the connection type of the external data source.
**::* '''Resource ID''' (Resource Auto Loader)
**::* '''Tracking ID''' ({{l2}} / {{l3}} Auto Loader)
** When using the fields above the IDs being Auto Loaded must match IDs of records present within the system.
** These fields would normally be used if you have extracted data from [[SmartSimple]] including those ID fields, updated the data outside of [[SmartSimple]] and wish to import the updated information.
NOTE: If you wish to deactivate a user using the Autoloader then select the '''Disable User Login (use value of 1)''' Field option and ensure that the uploaded file has a value of 1 in the relevant cells.
NOTE: If the Item or App Level option is set to one of the Association options then you can only have Associations ID as identifier. The system we will force the Identifier when Associations ID is selected in mapping, and will only alert them when they try to set any other columns as identifier.
==Updating Account Owners==
