Smartstaff
14
edits
Changes
no edit summary
An Autoloader can be triggered whenever a file is added to a designated SmartFolder. These files can be added manually or uploaded automatically using the file synchronization plug-in – [[SmartSync for Folder Synchronization|SmartSync]].
* Once a file is added to the [[SmartFoldersOverview|SmartFolder]], 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 upload file will update the associated record in the database.
Before you can deploy this feature it is necessary to:
* Define the [[SmartFoldersOverview|SmartFolder]] , 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.
===Setting the SmartFolder===
2. Click the Folder Lookup button to display the [[SmartFoldersOverview|SmartFolder]], list.
3. Select the folder where you plan to add the file.