Smartstaff, administrator
3,574
edits
Changes
→Testing the Autoloader
# Download the sample data file [[File:record-import.zip]].
# Unzip the file and move the CSV file within the zip file out of the zip file and onto your desktop or some other easily accessible location.
# Click on the "process " tab if you still have the autoloader configuration open. Otherwise navigate to your autoloader by going to Menu icon > Autoloaders > edit the autoloader we called “IT Asset Tracker” > “Process” Tab.
# Scroll down to the “Ad Hoc Upload” title bar.
# Click the button called “Upload File”
It may take around 10 minutes for the system to pick up the file and create the records. Larger files will take longer.
You can check the “History” tab to see if the autoloader has completed. There is also a log in the configuration folder. Move on to the next exercise while you waitthis processes in the background.
When the records get created if data is missing it is usually because of a mismatch between the text in the file and the column mapping or the field options in the system.
If the autoloader does not run make sure you have toggled on the “Activate” option on the general tab.
===Creating a Report===
