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* If the file has special characters, convert encoding to UTF-8.
* If columns has a number sign after the comma, always add double quotes to avoid data problem when processing the file.
* The user uploading the file must have write permissions to the folder where the file is to be stored.
* You '''must''' not use the upload folder for any purpose other than uploading files, as the autoloader will attempt to process any file added to the folder.
==Instructions==
* Click the '''Autoloader''' link.
* Click the New Autoloader tab.
* Go thru each of the first three tabs.
==='''GENERAL''' tab===
: [[File:Auto6b.PNG]]
As you can define any number of autoloaders each autoloader process must be uniquely named.
: [[File:Auto3.PNG|thumb|none|400px]]
* 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.
The File Type can be a CSV,Text file, an XML file, Fixed Length, or JSON data.
: [[Image:AutoFile.png|thumb|none|400px]]
The Record type can be Company, Contact, Resource or a [[Universal Tracking Application]].
: [[Image:Auto5b.png|thumb|none|400px]]
Enable this check box for the Autoloader to execute.
'''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.
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.
Once you have defined the number of fields, you define the field order to match the column order in the upload file.
: [[Image:Auto9.png|thumb|none|900px]]
* The '''number of columns''' you select determines the number of fields you can map.
* The '''field nameIdentifier''' . Enable the column that you have identified as the identifier. This is selected from the Field combo boximportant when you are updating existing records. Single/multiple field(see the Reference section below for information on standard field namess)* In order for the update to succeed, a single field is /are required to match an upload uploaded record to an existing database record this is indicated as within the Identifier field. Customer data will generally be an account number type fieldsystem. * 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.* The '''Duplicate Match BeahviourField ''' drop-down allows user to specify is selected thru a dropdown box. (see the behaviour whenever multiple records are matched using the Identifier Reference section below for information on standard field(snames).** Update Unique Match Only - will only update when one matching record is found** Update All Matches - will update all matching records
<span style="font-size: medium;">'''IMPORTANT:''' </span><br />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)
* 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:'''
: [[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.
* '''Duplicate Match Behavior''' - behavior when multiple records are matched by the same identifier key.Drop-down allows user to specify the behaviour whenever multiple records are matched using the Identifier field(s).** Update Unique Match Only - will only update when one matching record is found** Update All Matches - will update all matching records
* '''Account''' – determines where in the organisational hierarchy new records should be added.
* '''Is External''' – choose this option when creating external companies under the root company.
: [[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.
* '''Duplicate Match Behavior''' - behavior when multiple records are matched by the same identifier key.Drop-down allows user to specify the behaviour whenever multiple records are matched using the Identifier field(s).** Update Unique Match Only - will only update when one matching record is found** Update All Matches - will update all matching records
* '''Type''' – drop-down list of all Event or Transaction types, depending on the exact '''Item''' selected. It defaults to N/A
* '''Status''' – drop-down list of all Event or Transaction statuses, depending on the exact '''Item''' selected. It defaults to N/A
: [[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.
* '''Duplicate Match Behavior''' - behavior when multiple records are matched by the same identifier key.Drop-down allows user to specify the behaviour whenever multiple records are matched using the Identifier field(s).** Update Unique Match Only - will only update when one matching record is found** Update All Matches - will update all matching records
* '''Type''' – drop-down list of all Level 1, Level 2, Level 3 or Transaction types, depending on the exact '''Level''' selected. It defaults to N/A
* '''Status''' – drop-down list of all Level 1, Level 2, Level 3 or Transaction statuses, depending on the exact '''Item''' selected. It defaults to N/A
