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Auto Loader

2 bytes added, 13:45, 20 June 2013
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The File Type can be a CSV,Text file, an XML file or Fixed Length.
The File Encoding can be UTF-8, UTF-16 or ANSI. This option is hidden if the File Type is XML.
:[[Image:AutoFile.png]]
:* If more than 100 fields are required, then you will need to create two upload files.
* Ignore Lines - You can specify the number of rows to ignore from the beginning of the file. This can be used to ignore column headers, if they exist as the first row in any file.
* Field Delimiter - drop-down list showing the delimiter options used to separate different values in the file into different columns. Will not be presented when the File Type is XML. * Use HTML Table - 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. Will not be presented when the File Type is XML.* Column Delimiter - free text field to allow entry of any delimiters required to separate different values in the file into different columns. Will not be presented when the File Type is XML. * Row Delimiter - free text field to allow entry of any delimiters required to separate different values in the file into different rows. Will not be presented when the File Type is XML. * Record Node Name - Only presented when the File Type is XML.* Record Node Filter - Only presented when the File Type is XML.
* The field name is selected from the Field combo box.
* In order for the update to succeed, a single field is required to match an upload record to an existing database record this is indicated as the Identifier field. Customer data will generally be an account number type field.
* The Table header field is only required if you are using the HTML Table featureor when loading an XML file.
<font size="3">'''IMPORTANT:''' </font><br>
* 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.
 
===Activating the Autoloader===
* Click the '''Activate''' check box.
==Using an HTML Table==
 
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==
Smartstaff, administrator
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