Changes

* It is '''best practice''' to put all Autoloader enabled SmartFolders into a parent folder named '''Autoloader''' (with role-restricted access) to help ensure no inappropriate files are uploaded to the folder.

* You must be able to specify a unique field that will be used to link each record in the upload file to each record in the customer record. 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.