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Autoloader File Preparation

5 bytes removed, 21:30, 3 August 2022
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==Use Cases==
* Using ''Merge Control'', you can merge two or more columns in your csv upload file so that their data is loaded into one SmartSimple field.
* Using ''Constant'', you can set a constant value to be uploaded to a specific field for all records. You can also use this feature with an [[autonumber]] field to add sequential autonumbers to added or updated records.
:[[Image:AutoFilePreparation.png]] 
==Merge Control==
Example: For an autoloader with four columns, where the first column updates and matches by the ''Owner'' standard field, the format of the uploaded file must be ''firstname [space] lastname''. However, the csv file being used for the upload contains two columns, one containing the first name and one containing the last.
             Examples:
 
''             '''Case 1''': 1= ,2,3 ''
==Constant==
An Autoloader Constant can be defined to update your autoloaded records to a single, constant value. As above, it is straightforward to create a single upload file with the same value in each row for a column. But when dealing with multiple uploads that do not already contain a constant value, or automatically-uploaded files, using the Autoloader Constant is the recommended method.
===Syntax===
: [column number to be replaced]=constant value ''or'' [column number to be replaced]=~ ''(for autonumber increments)''
 
: Multiple Merge Controls can be used in the same autoloader, separated by double semicolons. Example: ''2=~;;4=12345''
 
===Constant value===
To populate your uploaded records with a constant value, simply indicate the column number of the destination field followed by the equals sign and your constant value. Example is to populate the Status of imported users to "Inactive" with statusid=12345. In the '''File Layout''' tab, map item 4 for '''* Status ID''' and in the  '''Process''' tab under the '''File Pre-Processing''' section add in the '''Constant''' textbox: '''4=12345'''.
==Resulting Files==
 
When a ''Merge Control'' or ''Constant'' is defined, once the import file is uploaded to a SmartFolder, the file will be altered according to the rules established in the ''Merge Control'' or ''Constant'' settings and a new upload file will be created with the prefix "mod_".
==See Also==
*[[Autoloader]]
[[Category:Data Import]]
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