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An Autoloader can be triggered whenever a file is added to a designated SmartFolder. These files can be added manually or uploaded automatically using the file synchronization plug-in – [[SmartSync for Folder Synchronization|SmartSync]].
* Once a file is added to the [[SmartFolders|SmartFolder]], the autoloader process will recognize that a file has been added and start the upload process.
* Once the file has been processed, it will not be processed a second time unless a new file of the same name is added to the folder.
* Each record from the upload file will update the associated record in the database.
===Setting the Autoloader Name===
As you can define any number of autoloaders each autoloader process must be uniquely named.
1. Set the name for this autoloader process.
===Setting the SmartFolder===
2. Click the Folder Lookup button to display the [[SmartFolders|SmartFolder ]]list.
3. Select the folder where you plan to add the file.
===Defining the Upload Type===
The Upload type can be company, contact, or a [[Universal Tracking Application]] [[level Level 1 Entity|Level 1]] or [[level Level 2 Entity|Level 2]] data.
You must set the following additional settings:
An HTML table is very useful where imported data contains multiple records and a single record set of fields exists within SmartSimple.
For example, if you wished to import multiple lines of sales information into a single text box field you would enable the HTML table feature and then map all the fields into a single field indicating the column and row delimiters.
==Updating Account Owners==
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:Glossary]][[Category:System Management]]