Changes

Auto Loader

578 bytes removed, 15:41, 20 March 2023
Overview
An Autoloader can upload [[organization|companies]], [[contact]]s or [[Universal Tracking Application]] {{ l1 }} or {{ l2 }} data. Autoloaders can be triggered whenever a file is added to a designated [[SmartFolders Overview|SmartFolder]]/[[SmartFolders_Overview#Configuration_Folders|Configuration Folder]]. These files can be added manually or uploaded automatically picking by up a file from an SFTP. You can create any number of Autoloaders within the system to provide for different upload processes. The general process is outlined as follows:
# * Once a file is added to the [[SmartFolders Overview|SmartFolder]]/[[SmartFolders_Overview#Configuration_Folders|Configuration Folder]], the Autoloader process will recognize that a file has been added and start the upload process.# * Once the file has been processed, it will not be processed a second time unless a new file of the same name is added to the folder.# * Each record from the uploaded file will update the associated record in the database.# * A log file will be created to indicate the success or failure of each record update and an email can be sent to a designated user to notify them of the success (or failure) of the upload.# * If a new version of the file is added to the folder, the new file will be processed.* Before you An Autoloader can deploy this feature it is necessary upload todifferent objects within your SmartSimple instance* Define the   [[organization|companies]], [[contact]]s, [[Universal Tracking Application]] {{ l1 }} or {{ l2 }}, {{l3}},[[SmartFolders OverviewCategory:Transactions|SmartFolderTransactions]]/, [[SmartFolders_Overview#Configuration_FoldersNotes_Overview|Configuration FolderNotes]] where the upload file will be stored.* Define the format and layout of the data file (the number of columns in the upload file, the delimiter between each field and the field order).* Specify a field in the upload file that the system will use to match an upload record to an existing customer record.* Determine if you wish to use an automated process for files by adding a schedule to pick up files from an external source (i.e. SFTP or manually add the files to the folder). Each record in the uploaded file is used to update one set of fields in the entity to be updated. The existing value in the SmartSimple field will be replaced by the value on the field in the upload file[[Associations/|Associations]].
==Creating a SmartFolder/Configuration Folder==
Smartstaff
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