Smartstaff
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→Added File Upload Feature to Autoloader
To use this feature, follow these steps:
# Make sure Go to create a '''Configuration Menu Icon > Autoloaders > Create or edit an autoloader > Select the desired Processing Folder''' of the type “Autoloader”. # Create a CSV file with 3 containing mandatory columns (file name'''File Name''' and '''Custom Field ID''') and the relevant identifier columns for the record. For example, custom field IDif you are updating a UTA, and 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 an autoloader that points to the '''Configuration Folder''' you created. Set the '''File Type''' to “CSV, Text”. # Under '''Record Type''', select the desired record type you want to target ("UTA", "People", or "Company"). # Under '''Item''', select the new “File Upload” option. Then 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 1.
<u>'''Note:'''</u> This new option does not create new records or update other columns. The “File Upload” item only uploads files.