You must set the following additional settings:
1. ==='''GENERAL''' tab===
: [[File:Auto6b.PNG]]
* '''File Type''' – select the file type of the file for processing
* '''File Encoding''' – select the file encoding of the file for processing
* '''Record Type''' – drop-down list that allows the user to select what object to process * '''Item'''or '''App Level''' – drop-down list of items from the '''Record Type'''. Caption will appear as Item when Record Type set to Contact or Company. Caption appears as App. Level for UTA specific Record Types.
* '''Activate''' – enables the Autoloader. Until this check box is enabled the Autoloader will not execute.
* '''Connection Type''' – drop-down list that allows the user to select the connection type of the external data source.
* '''Launch Hour''' – only displayed if '''Frequency''' is set to '''Scheduled'''. Sets the time on a daily basis that the autoloader will execute. This should be a comma delimited list of the hour values in 24-hour format.
2==='''File Layout''' Tab===The File Layout section is used to determine the number of columns in the file, the delimiter between the columns and the use of a '''HTML table''' to display the data. : [[Image:Auto8.png]]* '''Number of Columns''' - The number of columns you select is used to define the number of columns in the upload file, and the number of fields that can be updated in the database.** The maximum number of fields that can be updated is 100 fields in a single file.** If more than 100 fields are required, then you will need to create two upload files.* '''Ignore Lines''' - You can specify the number of rows to ignore from the beginning of the file. This can be used to ignore column headers, if they exist as the first row in any file.* '''Field Delimiter''' - drop-down list showing the delimiter options used to separate different values in the file into different columns. Will not be presented when the File Type is XML or JSON.* '''Use HTML Table''' - An HTML table is very useful where imported data contains multiple records and a single record set of fields exists within SmartSimple. For example, if you wished to import multiple lines of sales information into a single text box field you would enable the HTML table feature and then map all the fields into a single field indicating the column and row delimiters. Will not be presented when the File Type is XML.* '''Column Delimiter''' - free text field to allow entry of any delimiters required to separate different values in the file into different columns. Will not be presented when the File Type is XML or JSON.* '''Row Delimiter''' - free text field to allow entry of any delimiters required to separate different values in the file into different rows. Will not be presented when the File Type is XML or JSON.* '''Record Node Name''' - Only presented when the File Type is XML.* '''Record Node Filter''' - Only presented when the File Type is XML. ===Defining the Column Mapping===Once you have defined the number of fields, you define the field order to match the column order in the upload file. : [[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.* The '''Duplicate Match Beahviour''' drop-down allows user to specify the behaviour whenever multiple records are matched using the Identifier field(s).** Update Unique Match Only - will only update when one matching record is found** Update All Matches - will update all matching records <span style="font-size: medium;">'''IMPORTANT:''' </span><br />The following fields must only be included in the Autoloader field mappings if you are updating '''existing''' records. These fields '''must not''' be used when using the Auto Loader to create new records. * *::* '''Company ID''' (Company Auto Loader)*::* '''User ID''' (Contact Auto Loader)*::* '''Resource ID''' (Resource Auto Loader)*::* '''Tracking ID''' ({{l2}} / {{l3}} Auto Loader) ** When using the fields above the IDs being Auto Loaded must match IDs of records present within the system.** If used the fields should be marked as the Identifier.** These fields would normally be used if you have extracted data from [[SmartSimple]] including those ID fields, updated the data outside of [[SmartSimple]] and wish to import the updated information. '''NOTE:''' If you wish to deactivate a user using the Autoloader then select the '''Disable User Login (use value of 1)''' Field option and ensure that the uploaded file has a value of 1 in the relevant cells. '''NOTE:''' If the Item or App Level option is set to one of the Association options then you can only have Associations ID as identifier. The system we will force the Identifier when Associations ID is selected in mapping, and will only alert them when they try to set any other columns as identifier. ==='''PROCESS''' tab===
: [[Image:Auto6.png]]
* ''' Trigger On All Records ''' - check-box that is populated if you wish to have a workflow execute against all records, whether new records or updated records.
===File Layout===
The File Layout section is used to determine the number of columns in the file, the delimiter between the columns and the use of a '''HTML table''' to display the data.
: [[Image:Auto8.png]]
* '''Number of Columns''' - The number of columns you select is used to define the number of columns in the upload file, and the number of fields that can be updated in the database.
** The maximum number of fields that can be updated is 100 fields in a single file.
** If more than 100 fields are required, then you will need to create two upload files.
* '''Ignore Lines''' - You can specify the number of rows to ignore from the beginning of the file. This can be used to ignore column headers, if they exist as the first row in any file.
* '''Field Delimiter''' - drop-down list showing the delimiter options used to separate different values in the file into different columns. Will not be presented when the File Type is XML or JSON.
* '''Use HTML Table''' - An HTML table is very useful where imported data contains multiple records and a single record set of fields exists within SmartSimple. For example, if you wished to import multiple lines of sales information into a single text box field you would enable the HTML table feature and then map all the fields into a single field indicating the column and row delimiters. Will not be presented when the File Type is XML.
* '''Column Delimiter''' - free text field to allow entry of any delimiters required to separate different values in the file into different columns. Will not be presented when the File Type is XML or JSON.
* '''Row Delimiter''' - free text field to allow entry of any delimiters required to separate different values in the file into different rows. Will not be presented when the File Type is XML or JSON.
* '''Record Node Name''' - Only presented when the File Type is XML.
* '''Record Node Filter''' - Only presented when the File Type is XML.
===Defining the Column Mapping===
Once you have defined the number of fields, you define the field order to match the column order in the upload file.
: [[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.
* The '''Duplicate Match Beahviour''' drop-down allows user to specify the behaviour whenever multiple records are matched using the Identifier field(s).
** Update Unique Match Only - will only update when one matching record is found
** Update All Matches - will update all matching records
<span style="font-size: medium;">'''IMPORTANT:''' </span><br />
The following fields must only be included in the Autoloader field mappings if you are updating '''existing''' records. These fields '''must not''' be used when using the Auto Loader to create new records.
*::* ==='''Company IDHISTORY''' (Company Auto Loader)*::* '''User ID''' (Contact Auto Loader)*::* '''Resource ID''' (Resource Auto Loader)*::* '''Tracking ID''' ({{l2}} / {{l3}} Auto Loader) ** When using the fields above the IDs being Auto Loaded must match IDs of records present within the system.** If used the fields should be marked as the Identifier.** These fields would normally be used if you have extracted data from [[SmartSimple]] including those ID fields, updated the data outside of [[SmartSimple]] and wish to import the updated information. '''NOTE:''' If you wish to deactivate a user using the Autoloader then select the '''Disable User Login (use value of 1)''' Field option and ensure that the uploaded file has a value of 1 in the relevant cells. '''NOTE:''' If the Item or App Level option is set to one of the Association options then you can only have Associations ID as identifier. The system we will force the Identifier when Associations ID is selected in mapping, and will only alert them when they try to set any other columns as identifier.tab===
==Updating Account Owners==