Smartstaff
14
edits
Changes
no edit summary
* 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]], [[contact]] 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:
* Define the [[SmartFolders|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.
Colon – “:” (ASCII 58/3A)
* You must be a global administrator [[Global Administrator]] in your copy [[instance]] of SmartSimple to access the Autoloader feature and set up an upload process.
* The user uploading the file must have write permissions to the folder where the file is to be stored.
* You should 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.
* '''Activate''' – enables the Autoloader. Until this check box is enabled the Autoloader will not execute.
* '''Email Log To''' – sets the email address of the person that you wish to receive a message every time the autoloader executes with a report of the upload process. This report is also stored in the same folder as the uploaded file.
* '''Launch Time ''' – sets the time on a daily basis that the autoloader will execute.
===New Record===
The final step of the configuration process is activation of the Autoloader.
4. Click the '''Activate ''' check box.
==Using an HTML Table==