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Auto Loader

2,166 bytes removed, 13:35, 28 June 2023
General tab
* '''Record Node Name''' - Only presented when the File Type is XML.
* '''Record Node Filter''' - Only presented when the File Type is XML.
 
 
'''Defining the Column Mapping'''
 
 
Once you have defined the number of fields, you define the field order to match the column order in the upload file.
 
: [[Image:Auto9.png|thumb|none|900px]]
* The '''number of columns''' you select determines the number of fields you can map.
* '''Identifier'''. Enable the column that you have identified as the identifier.  This is important when you are updating existing records. Single/multiple field(s) is/are required to match an uploaded record to an existing record within the system.  
* The''' Table header''' field is only required if you are using an XML or JSON file. You can fill out this section with the column headers of the file you want to upload.
* '''Field '''is selected thru a dropdown box. (see the Reference section below for information on standard field names)
 
 
<span style="font-size: medium;">'''IMPORTANT:''' </span><br />The following fields must only be included in the Autoloader field mappings if you are updating '''existing''' records. These fields '''must not''' be used when using the Auto Loader to create new records.
 
::* '''Company ID''' (Company Auto Loader)
::* '''User ID''' (Contact Auto Loader)
::* '''Resource ID''' (Resource Auto Loader)
::* '''Tracking ID''' ({{l2}} / {{l3}} Auto Loader)
 
 
* When using the fields above the IDs being Auto Loaded must match IDs of records present within the system.
* If used the fields should be marked as the Identifier.
* These fields would normally be used if you have extracted data from [[SmartSimple]] including those ID fields, updated the data outside of [[SmartSimple]] and wish to import the updated information.
 
 
'''NOTE:'''  
 
1. If you wish to deactivate a user using the Autoloader then select the '''Disable User Login (use value of 1)''' Field option and ensure that the uploaded file has a value of 1 in the relevant cells.
 
2. If the Item or App Level option is set to one of the Association options then you can only have Associations ID as identifier. The system we will force the Identifier when Associations ID is selected in mapping, and will only alert them when they try to set any other columns as identifier.
==='''Process''' tab===
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