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The Autoloader feature provides you with the ability to automatically update SmartSimple information with information from external text files. This feature is vital if you need to keep SmartSimple customer or project data in sync with an existing ERP or other legacy system.
An Autoloader can be triggered whenever a file is added to a designated [[SmartFolder]]. These files can be added manually or uploaded automatically using the file synchronization plug-in – [[SmartSync for Folder Synchronization|SmartSync]].
* Once a file is added to the [[SmartFolders Overview|SmartFolder]], the autoloader process will recognize that a file has been added and start the upload process.
Each record in the upload file is used to update one set of fields in the entity to be updated.
The existing value in the SmartSimple field will be replaced by the value on the field in the upload file.
==Creating a SmartFolder==
* Any SmartFolder can be uses.
'''IMPORTANT''' Because any file uploaded to a SmartFolder that is attached to an autoloader will be processed it is extremely important that the SmartFolder is permissioned and labelled appropriately.
* SmartFolders for autoloaders should be permissioned such that only contacts that need to be able to upload files for autoloading are permitted to do so.
* It is '''best practice''' to put all Autoloader enabled SmartFolders into a parent folder named '''Autoloader''' (with role-restricted access) to help ensure no inappropriate files are uploaded to the folder.
==Preparing the Upload File==