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Auto Loader

2 bytes removed, 14:55, 13 February 2020
FILE LAYOUT Tab
==='''GENERAL''' tab===
: [[File:Auto6b.PNG]]
===='''Setting the Autoloader Name===='''  
As you can define any number of autoloaders each autoloader process must be uniquely named.
: [[File:Auto3.PNG|thumb|none|400px]]
===='''Setting the Folder Type====''' 
* Select Folder Type: [[SmartFolders Overview|SmartFolder]]  or [[SmartFolders_Overview#Configuration_Folders|Configuration Folder]]
* Click the Folder Lookup button to display the list.
The folder name will be added to the Folder box.
===='''Setting the File Properties===='''  
The File Type can be a CSV,Text file, an XML file, Fixed Length, or JSON data.
: [[Image:AutoFile.png|thumb|none|400px]]
===='''Defining the Record Type===='''  
The Record type can be Company, Contact, Resource or a [[Universal Tracking Application]].
: [[Image:Auto5b.png|thumb|none|400px]]
===='''Activate Autoloader===='''  
Enable this check box for the Autoloader to execute.
 
'''External Data Source'''
====External Data Source====
Autoloader can be connected an external data source to pull the file and move the file to the SmartFolder.
Select a connection type and complete the ''Schedule'' section below to specify the launch times of the autoloader everyday.
===='''Schedule===='''  
Complete this section to specify when autoloader will ran.
* Process Last Completed - datestamp of the last time the autoloader was processed.
 
==='''FILE LAYOUT''' Tab===
* '''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.
* '''Identifier'''. Enable the column that you have identified as the identifier.  This is important when you are updating existing records. Single/multiple field(s) is/are required to match an uploaded record to an existing record within the system.  
* The''' Table header''' field is only required if you are using the HTML Table feature or when loading an XML or JSON file. You can fill out this section with the column headers of the file you want to upload.
* '''Field '''is selected thru a dropdown box. (see the Reference section below for information on standard field names)
* 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:'''  
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