Latest revision as of 12:19, 9 August 2022

Overview

New ability to chain multiple autoloaders to run the same file in sequence. This allows you to load a single file through multiple autoloader imports in a specific sequence. This is useful for various integration processes that aim to import data.

Use Cases

• Using the same file in different autoloaders

Example a company record contains three addresses organised by column. So first Autoloader reads and creates the company record including default address. Second Autoloader uses other columns to create second address record.Third Autoloader creates the third address records.

• Using different files as per autoloader sequence

Example one file contains company records, second file contains addresses for company. Two Autoloaders are required.

In both cases, autoloader will process the file/files in sequence.

• Linking to a Report that will export this report to update other fields to avoid using workflows

Example one file contains all user records (HR File) that will be activated, the report will filter those users that not included in the HR File and this report will be exported to another SmartFolder that will deactivate these users .

Configuration

Linking two autoloaders

1. Create two autoloaders 

• e.g. Autoloader 1 will create the Parent Company while Autoloader 2 will create the sub-companies.

2. Link the second autoloader to the first autoloader

• Go to the settings of Autoloader 1 and proceed to the PROCESS tab,
  and select Autoloader 2 from the Run sequential Autoloader after loader ends

3. External Data Source & Schedule

Proceed to the General tab of Autoloader 1, specify the Folder Type and Folder where the file will be located. Select Connection Type and configure connection type. Then configure schedule of Autoloader 1.

For Autoloader 2, 1.if you are using the same file, Connection Type should be N/A, Frequency should be On File Upload and specify the Folder Type and Folder which is a different folder name from Autoloader 1. Note that the same file will be placed into the 2nd folder name. 2. If you are using a different file, configure connection type, Frequency should be On File Upload and specify the Folder Type and Folder.

Linking an autoloader to a report

Use case for this is when HR Feed is a list of users that needs to be activated in the instance and any other user not in this HR Feed need to be deactivated.

1. Create the first autoloader -  this is add/update records based on the HR Feed file.

2. Create the Report  - this report will filter all users that are not part of the HR Feed file and these report will be exported to another SmartFolder/Configuration Folder to deactivate them.

     Minimum configuration needed to export to a SmartFolder/Configuration Folder

• From the left hand side menu, click Export and go to FILE EXPORT. From the Export Format, select CSV
• From the SCHEDULED EXPORT tab, select File Export Selected Format under Export Type, add the Export File Name. and enable Activate.
• Under When to Run, select On Demand for the Run Type.
• Under Export To Folder, select Folder Type and select Folder for where you want the report to be exported to.

3.  Create the second autoloader -  this will deactivate users based on the report generated from item 2 above. 

• Select the SmartFolder/Configuration Folder configured in your report to deactivate the users.

See Also

• • Auto Loader
  • How to Add Users and Contacts
  • Autoloader File Preparation