Smartstaff
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→Added File Upload Feature to Autoloader
To use this feature, follow these steps:
# Create a CSV file containing mandatory columns ('''File Name''' and '''Custom Field ID''') and the relevant identifier columns for the record. For example, if you are updating a UTA, include the Level 1, 2, or 3 ID. If you are updating users or organizations, include the appropriate ID fields.
# Create a ZIP file that contains the files you want to upload or replace. Make sure the ZIP file and the CSV file have the same name.
# Go to '''Menu Icon''' > '''Autoloaders''' > Create or edit an autoloader > Select the desired '''Processing Folder'''.
# Under Item, select the new “File Upload” option. If you selected a UTA as a your '''Record Type''', you will be prompted to select the desired Level 1, 2, or 3.
# Configure the column mappings as usual.
# Upload the CSV and ZIP file to the processing folder you selected in Step 3.
<u>'''Note:'''</u> This new option does not create new records or update other columns. The “File Upload” item only uploads files.