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Auto Loader

No change in size, 20:14, 6 March 2023
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Overview
The Autoloader feature provides you with the ability to automatically update SmartSimple information with data from external text files. This feature is vital if you need to keep SmartSimple customer or project data in sync with an existing legacy or enterprise resource planning (ERP) system.
An autoloader Autoloader can be triggered whenever a file is added to a designated [[SmartFolder]]/Configuration Folder. These files can be added manually or uploaded automatically picking by up a file from an SFTP.
* Once a file is added to the [[SmartFolders Overview|SmartFolder]]/Configuration Folder, the autoloader 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.
* A log file created indicates the success or failure of each record update and an email can be sent to a designated user indicating the success of the upload.
* If a new version of the file is added to the folder, then this flag is reset and the new file will be processed.
* You can create any number of autoloaders Autoloaders within the system to provide for different upload processes.* An autoloader Autoloader can upload [[organization|companies]], [[contact]]s and [[Universal Tracking Application]] {{l1}} or {{l2}} data.
Before you can deploy this feature it is necessary to:
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