This table lists UTA/module Level 1 standard field names and their corresponding Autoloader field names, database names, and variable syntax. Use this reference when mapping columns on the File Layout tab in the Autoloader configuration.
For configuration steps, see Configure an Autoloader.
UTA/Module Level 1 Standard Field Names
The table below lists each UTA/module Level 1 standard field alongside its Autoloader field name, database name, and variable syntax.
| UTA/module Level 1 Standard Field Name | Autoloader Standard Field Name | Database Name | Variable List |
|---|---|---|---|
| n/a | Level 1 ID | opportunityid | @opportunityid@ |
| Application Type | Type Name | opportunitytypename | @type@ |
| Type ID | opportunitytype | @typeid@ | |
| Application Name | Name | name | @name@ |
| Customer | Client | company | @client@ |
| Client ID | companyid | @clientid@ | |
| Client Custom Field | companycfield | ||
| Status | Status | stagename | @status@ |
| Status ID | stageid | @statusid@ | |
| Revenue | Revenue | revenue | @revenue@ |
| Currency | Currency (USD, CAD, etc.) | currencyid | @currencyname@ / @currencycode@ |
| Currency Exchange (USD, CAD, etc.) | excur | @excurrencycode@ / @excurrencyname@ | |
| Exchange Rate | excur_rate | @exrate@ | |
| Close Date | Close Date (yyyy-mm-dd) | closedate | @closedate@ |
| Probability | n/a | @probability@ | |
| Description | Description | description | @description@ |
| Requirement | n/a | @requirements@ | |
| Owner | Owner ID | updatedby | @ownerid@ |
| Owner (First Name Last Name) | updatedbyname | @owner@ | |
| Owner Email | updatedbyemail | @owner.email@ | |
| Owner Custom Field | updatedbyfield | ||
| Branch | Branch | branch | @branch@ |
| Branch ID | branchid | @branchid@ | |
| Branch Custom Field | branchcfield | ||
| Workflow | n/a | n/a | n/a |
| Contacts | n/a (use Import Contacts on UTA) | n/a | n/a |
| Activity List | n/a (requires separate Autoloader) | n/a | |
| End Date | End Date (yyyy-mm-dd) | oenddate | @enddate@ |
| Start Date | Start Date (yyyy-mm-dd) | ostartdate | @startdate@ |
| Modified Date | n/a | @modifieddate@ | |
| Institutions | n/a (requires a workflow) | ||
| End Time | @hour(fullenddate)@:@minute(fullenddate)@ | ||
| Start Time | @hour(fullstartdate)@:@minute(fullstartdate)@ | ||
| Person | Person ID | oppeopleid | @personid@ |
| Person (First Name Last Name) | oppeoplename | @person@ | |
| Person Email | oppeopleemail | @person.email@ | |
| Person Custom Field | oppeoplefield | ||
| UTA Providers | n/a (requires a workflow task) | ||
| Status Indicator | n/a | n/a | |
| Transactions | n/a (requires separate Autoloader) | ||
| UTA Providers (L2) | n/a | ||
| Modified By | n/a | @modifiedby@ / @modifiedbyid@ | |
| Created Date | n/a | @createddate@ | |
| Created By | n/a | n/a | |
| Invitations | n/a | n/a |