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Auto Loader

311 bytes removed, 15:44, 20 March 2023

→‎Overview

==Overview==

An The '''Autoloader can upload [[organization|companies]], [[contact]]s or [[Universal Tracking Application]] {{ l1 }} or {{ l2 }} ''' feature provides the ability to automatically create/update SmartSimple information with datafrom an external file. Autoloaders can be triggered whenever a file   This feature is added vital if you need to a designated [[SmartFolders Overview|SmartFolder]]/[[SmartFolders_Overview#Configuration_Folders|Configuration Folder]]. These files can be added manually keep data in sync with an external ERP or uploaded automatically picking by up a file from an SFTP. You can create any number of Autoloaders within the other legacy 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.

* 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.

* An Autoloader can upload to different objects within your SmartSimple instance:   [[organization|companies]], [[contact]]s, [[Universal Tracking Application]] {{ l1 }} or {{ l2 }}, {{l3}},[[Category:Transactions|Transactions]], [[Notes_Overview|Notes]], [[Associations/|Associations]].

==Creating a SmartFolder/Configuration Folder==

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Lalaine Songalia

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