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→Preparing the Upload File
* In creating a new [[SmartFolders_Overview#Configuration_Folders|Configuration Folder]], specify "Autoloader/Export Storage" as Folder Type.
===Preparing the Upload Filefile to upload into the autoloader===Define the format and layout of the data file - the number of columns in the upload file, the delimiter between each field and the field order.
* 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.
