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Auto Loader

56 bytes added, 17:05, 1 June 2008
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* If a new version of the file is added to the folder, then this flag is reset and new file will be processed.
* You can create any number of Autoloaders within the system to provide for different upload processes.
* An Autoloader can upload [[Organisation Hierarchy|company]], [[contactAdding Contacts to SmartSimple|contacts]] or [[Universal Tracking Application]] [[Level 1 Entity|Level 1]] or [[Level 2 Entity|Level 2]] data.
Before you can deploy this feature it is necessary to:
The New Record section of the Autoloader is used to determine how new records in the upload file should be handled.
* '''Create ''' - If you wish to create new record, then enable the Create check box. If you do not enable this check box and new records are located in the upload file they will be rejected.* '''Account ''' – determines where in the organisational hierarchy new records should be added.* '''Category ''' – determines the organisational category that you wish to be associated with the new records.
* If you are uploading contact records the category field is replaced by a role field so you can determine the role of new contacts.
===File Layout - Defining the number of columns===
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.
* 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.
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