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Auto Loader

10 bytes added, 17:24, 2 July 2019
Defining the Column Mapping
The following fields must only be included in the Autoloader field mappings if you are updating '''existing''' records. These fields '''must not''' be used when using the Auto Loader to create new records.
**::* '''Company ID''' (Company Auto Loader)**::* '''User ID''' (Contact Auto Loader)**::* '''Resource ID''' (Resource Auto Loader)**::* '''Tracking ID''' ({{l2}} / {{l3}} Auto Loader)
** If used the fields should be marked as the Identifier.
** 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==
Smartstaff, administrator
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