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The existing value in the SmartSimple field will be replaced by the value on the field in the upload file.
===Autoloader Constraints=Preparing the Upload File==
* You must be able to specify the a unique field that will be used to link each record in the upload file to each record in the customer record and you . You cannot use a standard field such as customer name or phone number.
* This common field needs to be present in each record on the upload file and in each customer record. For instance, a unique account number field that you add to the customer table can be linked to the same account number field in the upload data.
* The file to be uploaded must be in '''ASCII''' format. There is no specific file naming convention.
Colon – “:” (ASCII 58/3A)
:This can be accomplished either using Notepad to create and edit the data for import which can be saved with '''txt''' as the file extension.
:Alternately you can use the '''Save As''' feature within Microsoft Excel and save the document as a '''csv''' file.
'''Notes:'''
* If you use Microsoft Excel to create a '''csv''' file it is recommended that you open the document with Notepad to review the contents prior to Autoloading. If any of the data within the Excel document had line breaks within the field it will cause a line break in the '''csv''' document. Each new line in the '''csv''' document will start a new record, thus you must ensure all inner-cell line breaks are removed from either Excel or the '''txt''' document.
* If any of the data to be imported contains commas and you are create a '''csv''' file from Excel you should export the data using pipes (|) as the separators rather than commas. To do this you need to change the settings on your PC prior to creating the '''csv''' file. The method of doing this depends on your PCs Operating System, but is roughly outlined below:
Start -> Settings -> Control Panel -> Regional Settings.
Click the "Number" tab and in the "List Separator" field,
Replace the current default separator with the one you want to use (such as the pipe symbol | ).
===Autoloader Constraints===
* You must be a [[Global Administrator]] in your [[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 '''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==
