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Auto Loader

282 bytes removed, 14:52, 17 September 2019
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* Click the '''Autoloader''' link.
* Click the New Autoloader tab.
* Go thru each of the first three tabs.
==='''GENERAL''' tab===
: [[Image:Auto5b.png|thumb|none|400px]]
 
====Activate Autoloader====
Enable this check box for the Autoloader to execute.
: [[File:Connectiontypes.PNG|thumb|none|400px]]
 
Select a connection type and complete the ''Schedule'' section below to specify the launch times of the autoloader everyday.
Complete this section to specify when autoloader will ran.
: [[FileImage:AutoloaderScheduleExternal-Schedule.PNG|thumb|none|400px]] * Frequency - drop-down list that allows the user to select when the Autoloader should be run.  '''On File Upload''' - will process autoloader upon file upload '''Scheduled''' - will allow you to specify the launch times of the autoloader everyday. * 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. e.g. 07,15,23 * Process Last Completed - datestamp of the last time the autoloader was processed.
* Frequency – drop-down list that allows the user to select when the Autoloader should be run. Options are On File Upload or Scheduled.
* 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.
* Process Last Completed - shows date and time of the last autoloader was processed.
==='''File Layout''' Tab===
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:''' 1. 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:''' 2. 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.
* '''Email Log To''' – Sets the email address who will receive a message. Multiple email addresses can be included separated by commas.
===New Record=Create Options====The New Record This section of the Autoloader is used to determine how new records in the upload file should be handled.
The exact fields that are displayed vary depending on the '''Record Type''' and '''Item''' or '''List''' values previously selected.
=====Company Record / Company Item=====
: [[Image:Auto7.png]]
* '''Create/Update Behavior''' - If you wish to create new record, then enable the '''Create new or update matching record''''' check box. If you enable the other check box '''''Update only, do not create new''', existing records will be updated but new records will be rejected.
* ''' Trigger On All Records ''' - check-box that is populated is you wish to have a workflow execute against all records, whether new records or updated records. This can be used to create companies with multiple categories.
=====Contact Record / Contact Item=====
: [[Image:Auto7b.png]]
* '''Create/Update Behavior''' - If you wish to create new record, then enable the '''Create new or update Matching record''' check box. If you do not enable the other check box '''Update only, do not create new''' existing records will be updated but new records will be rejected.
* ''' Trigger On All Records ''' - check-box that is populated is users wants to have a workflow execute against all records, whether new records or updated records. This can be used to activate users with multiple roles and to e-mail a password to newly created contacts automatically.
=====Company or Contact Record / Event or Transaction Item=====
: [[Image:Auto7c.png]]
* '''Create/Update Behavior''' - If you wish to create new record, then enable the '''Create new or update Matching record''' check box. If you do not enable the other check box '''Update only, do not create new''' existing records will be updated but new records will be rejected.
* ''' Trigger On All Records ''' - check-box that is populated if users wants to have a workflow execute against all records, whether new records or updated records.
=====UTA Record / all Levels=====
: [[Image:AutoloaderNewRecordUTA.png|link=]]
* '''Create/Update Behavior''' - If you wish to create new record, then enable the '''Create new or update Matching record''' check box. If you do not enable the other check box '''Update only, do not create new''' existing records will be updated but new records will be rejected.
==='''HISTORY''' tab===
<span style="color: #ff0000;">Available after February 2019 upgrade.</span> <br/>
A new Autoloader feature that shows a new History information tab. The list includes the file name, user who uploaded the file, start time, end time, records added/updated and status of last run.
 
 
==Updating Account Owners==
When you are updating company type information you can automatically associate an account field to a user field in order to establish “account ownership”. This section is only displayed at the bottom of the Autoloader page if you have set the Record Type to Company and Item to company.
* '''Login Password''' - password to allow access to the system
==Schedule==
[[Image:External-Schedule.PNG]]
 
* Frequency -
 
'''On File Upload''' - will process autoloader upon file upload
'''Scheduled''' - will allow you to specify the launch times of the autoloader everyday.
* Launch Hour - a 24-hour format on desired hours to pull from external source for processing
 
e.g. 07,15,23
* Process Last Completed - datestamp of the last time the autoloader was processed.
 
==History==
<span style="color: #ff0000;">Available after February 2019 upgrade.</span> <br/>
A new Autoloader feature that shows a new History information tab. The list includes the file name, user who uploaded the file, start time, end time, records added/updated and status of last run.
==Important note about XML Files==
Lalaine Songalia
Smartstaff
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