===Manual/Automated Autoloader===
====Triggered by sending a file to the SmartFolder/Configuration Folder====
====Automated Schedule====
Here is a more detailed look at the automated [[Scheduler]].
===Decryption===
<!-- 128992 - PGP encryption keys added in the Integration Key Management-->
Select a connection type and complete the ''Schedule'' section below to specify the launch times of the autoloader everyday.
'''Schedule'''
Here is a more detailed look at the automated [[Scheduler]].
==Example autoloader configurations==
===Uploading Specific Files to Specific Records in BulkOrganization autoloader=== ===HR Feed autoloader===The ===UTA L1 autoloader also allows you === ===Example how to use '''''ad hoc upload specific files to specific records in bulk. Previously, if url'''''===When you click on the Upload File button then you had several files across multiple records that needed to will be updated within a specific UTA, user, or company, finding each record and manually uploading those files would be tedious, especially if presented with page one of the files needed to be updated on a regular cycleAd Hoc Autoloader screen. Now you can upload all Use the files in bulk and 'Choose file' button to select the system will unpack file to be loaded and distribute those files to then click the fields you specified accordingly'Upload' button.
To use this feature, follow these steps[[Image:AdhocAutoload1.png|100.px|border]]
# Create a CSV file containing mandatory columns ('''File Name''' and '''Custom Field ID''') and You will be presented with page 2 of the relevant identifier columns for the record type.# 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'''.# Set the '''File Type''' to “CSVAd Hoc Autoloader screen, Text”.# Under '''Record Type''', select the desired record type you want to target ("UTA", "People", or "Company").# Under Item, select which provides users the new “File Upload” option. If you selected a UTA as a your '''Record Type''', you will be prompted to select review the desired Level 1, 2file being uploaded, or 3.# Configure the column mappings as usual.# Upload the CSV and ZIP file including what data us being mapped to the processing folder you selected in Step 3what field.
<u>'''Note:'''</u> This new option does not create new records or update other columns. The “File Upload” item only uploads files.<!-- 143944 - New feature in autoloader to upload files -->[[FileImage:2023-07-ticket-143944-1AdhocAutoload2.png|thumb100.px|none|800px|Use the new "File Upload" option to have the autoloader unpack a ZIP file and upload/replace files to specific upload fields as specified in a CSV file.border]]
[[File:2023-07-ticket-143944-2.png|thumb|none|800px|The CSV file must have If there is no issue with the data and the same name as mappings then click on the ZIP file 'Add to SmartFolder and it must specify Autolader queue' button. You should be presented with page 3 of the record IDAd Hoc Autoloader screen, upload field ID, and which confirms that the file namehas been successfully added to the SmartFolder.]]
===Organization autoloader======HR Feed autoloader======UTA L1 autoloader===[[Image:AdhocAutoload3.png|100.px|border]]
==Other considerations==
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===Example how to use '''''ad hoc upload url'''''===
When you click on the Upload File button then you will be presented with page one of the Ad Hoc Autoloader screen. Use the 'Choose file' button to select the file to be loaded and then click the 'Upload' button.
[[Image:AdhocAutoload1.png|100.px|border]]
You will be presented with page 2 of the Ad Hoc Autoloader screen, which provides users the option to review the file being uploaded, including what data us being mapped to what field.
[[Image:AdhocAutoload2.png|100.px|border]]
If there is no issue with the data and the mappings then click on the 'Add to SmartFolder and Autolader queue' button. You should be presented with page 3 of the Ad Hoc Autoloader screen, which confirms that the file has been successfully added to the SmartFolder.
[[Image:AdhocAutoload3.png|100.px|border]]
==See Also==
