Smartstaff
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# Create a CSV file containing mandatory columns ('''File Name''' and '''Custom Field ID''') and the relevant identifier columns for the record. For example, if you are updating a UTA, include the Level 1, 2, or 3 ID. If you are updating users or organizations, include the appropriate ID fields.# Create a ZIP file that contains the files you want to upload or replace. Make sure the ZIP file and the CSV file have the same name.# Upload the CSV and ZIP file to the processing folder you selected in Step 13.
→Added File Upload Feature to Autoloader
To use this feature, follow these steps:
# Create a CSV file containing mandatory columns ('''File Name''' and '''Custom Field ID''') and the relevant identifier columns for the record. For example, if you are updating a UTA, include the Level 1, 2, or 3 ID. If you are updating users or organizations, include the appropriate ID fields.# Create a ZIP file that contains the files you want to upload or replace. Make sure the ZIP file and the CSV file have the same name.# Go to '''Menu Icon ''' > '''Autoloaders ''' > Create or edit an autoloader > Select the desired '''Processing Folder'''.
# Set the '''File Type''' to “CSV, Text”.
# Under '''Record Type''', select the desired record type you want to target ("UTA", "People", or "Company").
# Under Item, select the new “File Upload” option. If you selected a UTA as a your '''Record Type''', you will be prompted to select the desired Level 1, 2, or 3.
# Configure the column mappings as usual.
<u>'''Note:'''</u> This new option does not create new records or update other columns. The “File Upload” item only uploads files.
