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* Choose the Configuration, [[Global Settings]] menu.
* Scroll to the end of the page.
:[[Image:Auto.png]]
* Click the '''Autoloader''' link.
* Click the New Autoloader tab.
===Setting the Autoloader Name===
As you can define any number of autoloaders each autoloader process must be uniquely named.
* Set the name for this autoloader process.
:[[Image:Auto3.png]]
===Setting the SmartFolder===
* Click the Folder Lookup button to display the [[SmartFolders Overview|SmartFolder]], list.
* Select the folder where you plan to add the file.
:[[Image:Auto4.png]]
The folder name will be added to the Folder box.
The Upload type can be company, contact, or a [[Universal Tracking Application]] [[Level 1 Entity|Level 1]] or [[Level 2 Entity|Level 2]] data.
:[[Image:Auto5.png]]
==Additional Settings==
You must set the following additional settings:
* '''Run Daily''' – the Autoloader will run daily at the same time.
* '''Delete First''' – all existing data will be deleted from the type selected (company, contact, UTA data).
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.
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.
* The maximum number of fields that can be updated is 50 fields in a single file.
Once you have defined the number of fields, you define the field order to match the column order in the upload file.
* The number of columns you select determines the number of fields you can map.
* The field name is selected from the Field combo box.
When you are updating company type information you can automatically associate an account field to a user field in order to establish “account ownership”. This section is only displayed at the bottom of the Autoloader page if you have set the Type to Company.
:''For example, if the imported account file contains an employee ID field, then this can be matched to the user table – providing each user with an employee ID field.''
[[Category:Global Settings]]