Changes

Auto Loader

6 bytes removed, 14:13, 31 August 2018
no edit summary
: [[Image:Auto9.png|thumb|none|900px]]
* The '''number of columns''' you select determines the number of fields you can map.
* The '''field name''' is selected from the Field combo box.(see the Reference section below for information on standard field names)
* In order for the update to succeed, a single field is required to match an upload record to an existing database record this is indicated as the Identifier field. Customer data will generally be an account number type field.
* The''' Table header''' field is only required if you are using the HTML Table feature or when loading an XML or JSON file.
*
*: [[Image:AutoFTP2.PNG]]
*
** Disable processing. Download file only - if checked then the system will only pull the file across into SmartSimple, but will not load the contents of the file
** Delete File from Data Source After Downloaded - file will be deleted from the sftp site
*
*: [[Image:AutoHTTP.png]]
*
** Disable processing. Download file only - if checked then the system will only pull the file across into SmartSimple, but will not load the contents of the file
*
*: [[Image:AutoSOAP.png]]
*
** Disable processing. Download file only - if checked then the system will only pull the file across into SmartSimple, but will not load the contents of the file
*
*: [[Image:External-OData1.PNG]]
*
** OData Version - Version of OData available from the endpoint
** URL - the endpoint of OData
*
*: [[Image:External-Schedule.PNG]]
*
** Frequency -
For example, an '''address''' or '''company name''' could contain ampersands, so should be included as:
<pre>JaneSmith</pre>[[UTA| </address> 
** It is advisable to use CDATA for any field containing text since the contents are often unpredictable.
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|border|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|border|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|border|100.px|border]] 
==Reference: Standard Field Names and Variables==
The below table can be used to compare Level 1 Standard Field terminology found in the <a title="[[UTA" href="UTA" data-bs-type="internal_link" data-bs-wikitext="UTA">|UTA]], on the Autoloader, in the Database, and Variable syntax]]
{|
0
edits