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Auto Loader

65 bytes removed, 4 September
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* If the file has special characters, convert encoding to UTF-8.
* If columns has a number sign after the comma, always add double quotes to avoid data problem when processing the file.<br /><br />'''NOTE:'''* The number of rows in the selected file cannot exceed 100,000 * The number of columns in the selected file cannot exceed 100 * File should not contain a cell that exceeds the character limit of 32,000 
==Configuration - Essentials==
1. Essential settings in the '''General Tab'''
<ul style="margin-left: 50px;"><li> ** Set the '''Loader Name'''</li><li>   * Select the '''Folder Type''': [[SmartFolders Overview|SmartFolder]] or [[SmartFolders_Overview#Configuration_Folders|Configuration Folder]]<li>* Click the Folder Lookup button and select the folder assigned to this autoloader</li><li>* * Select the '''File Type'''</li><li>* * Select the '''File Encoding'''</li><li>* * Define the '''Record Type''' for this autoloader</li><li>* * Select '''Item''' of the '''Record Type'''</li><li>* * Activate the autoloader</li></ul>*   
2. Essential settings in the '''File Layout Tab'''
<ul style="margin-left: 50px;"><li> ** Select the '''Number of Columns''' - based on the file sample to be uploaded into this autoloader</li><li>   ** '''Ignore Lines''' should be 1, if the file has header in row 1</li><li>   ** Select '''Field Delimiter''' from the dropdown list</li><li>   ** Define the column mapping based on the field columns of the file to the '''Record Type''' fields from the dropdown</li></ul>     <p div style="'margin-left: 50px;"'>Note that you can toggle the identifier if the file has a unique identifier.This will ensure integrity of the data being added/updated.</pdiv> 
3. Essential settings in the '''Process Tab'''
<ul style="margin-left: 50px;"><li> ** Go to the '''Create / Update Options''' section and select '''Create / Update Behaviour''' for the autoloader.</li></ul>     <p div style="'margin-left: 50px;"'>Once all three tabs have been configured, click on '''SAVE''' button.The autoloader is now ready to process the file that will be fed to the [[SmartFolders Overview|SmartFolder]] or [[SmartFolders_Overview#Configuration_Folders|Configuration Folder]] selected for this autoloader.</pdiv>
==Configuration - Advanced==
===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]].
PGP encryption and decryption keys should be added in the [[Integration Key Management|Integration_Key_Management]] section.
To configure this setting, go to the autoloader configuration page and under the General tab go to the ''Decryption'' section, select the desired PGP decryption key to use before the autoloader processes the file.
 
===Uploading Specific Files to Specific Records in Bulk===
The autoloader also allows you to upload specific files to specific records in bulk. Previously, if you had several files across multiple records that needed to be updated within a specific UTA, user, or company, finding each record and manually uploading those files would be tedious, especially if the files needed to be updated on a regular cycle. Now you can upload all the files in bulk and the system will unpack and distribute those files to the fields you specified accordingly.
==Example autoloader configurations==
===Organization autoloader===
 
===HR Feed autoloader===
 
===UTA L1 autoloader===
 
===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.
==Other considerations==
 
===Important note about XML Files===
If the contents of any the elements in an XML file being autoloaded contains certain special characters it will disrupt the XML structure, making the message unreadable by the receiving server. The '''less than''' symbol (<) and '''ampersand''' (&) are two primary special characters to be concerned about. When including fields that may contain those characters you should use a special wrapper so the receiving understands that they are data content and not part of the XML structure:
For example, an '''address''' or '''company name''' could contain ampersands, so should be included as:
<pre><primarycontact><firstname>JaneJaneSmith</firstnamepre><lastname>Smith</lastname><address><![CDATA[145 Main Street]]> </address><companyname><![CDATA[Acme & Friends]]></companyname></primarycontact> </pre>
* It is advisable to use CDATA for any field containing text since the contents are often unpredictable.
Ravina Sangha
Smartstaff
6
edits
Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/43148’

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