The Upload feature acts as a “side register” where you can store data such as articles, order information, customers, or suppliers. By using the Upload feature, you can streamline the registration process and minimize the risk of errors.
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Please note that this feature is an optional add-on included in certain pricing plans but can also be purchased separately. The cost is 350 SEK/month and will be added to your next invoice. If you have any questions regarding your pricing plan, please contact sales@amsystem.com. To order this feature, please follow the link provided at the bottom of this article. |
Preparation of the Side Register
You can create the side register either manually or by using an export from your existing system in the form of a tab- or semicolon-separated text file. The file should contain relevant information, such as article number, article name, and article type.
In addition to the file, we kindly ask you to include the following information when placing your order for this feature:
- Which form the file should be linked to
- Which fields should be mapped together
Note:
- It is only possible to link information from an Upload to the field types Text Field and Number.
Once we have received your order via the form below, we will respond to you within 10 business days. We aim to ensure your complete satisfaction with our solution and therefore offer a 30-day customer satisfaction guarantee. If, against all expectations, you are not satisfied with the solution, you will not be charged for the service.
TIP:
- If you have created an upload file manually or made changes to an export file, we recommend saving the uploaded file for any future updates.
Once you have placed an order, our developers will map the form fields to the file’s columns and select one of the fields, such as the Article Number, as a key field. The key field must be of the field type Text Field or Number, and you should ensure that there are no duplicates in your side register. A 100% match of your data will not be possible if duplicates are present during future updates.
How Upload Assists You During Registration
When a user works on a case where the upload feature is activated, they can easily fill in information by entering a key field, such as the article number. The system automatically searches through the linked fields in the side register containing the uploaded information. Any matches are displayed in a dropdown menu under the field. The user then selects the desired match, and the system automatically populates the related information in the other linked fields.
Updating Data in Your Upload
Before uploading a new file, it is essential to ensure that the file’s structure, character encoding, and delimiter type match the existing file. This ensures that the system can correctly interpret the information in the file. When uploading a new file, whether manually or automatically, the system performs a check to verify that the file has the correct format and structure.
- If the structure of the new file does not match the structure of the existing file, the update will be canceled. During a manual update, a dialog box will appear providing information on how the file must be structured for a successful upload. Learn more about this in this article.
- When the file structure is correct, the system will first remove the previously uploaded file before importing the new one. This means that the file you upload must contain all the information you want to use in the form, not just the new data added since the previous upload.
Currently, we only support tab or semicolon as column delimiters.
The system offers two ways to update the information in your side register. You can either do this manually directly in the system, or you can automate the process so that the update occurs without the need to log in.
1. Manual Upload
For a manual update, an administrator logs into the system and goes to Case Management » Settings » Upload, where an overview of all configured Uploads is displayed.
- Click on the Upload you wish to update with new data.
- Then select the Manual Upload tab and click on Upload.
- Finally, choose the file you want to upload.
In this dialog, you will find important information about the configuration of your Upload, including the file’s structure, the character encoding used, and the type of delimiter applied.
2. Automatic Upload
If you want your Upload to be continuously and automatically updated, you can send the file via an HTTP POST to a specific upload URL. This unique URL is provided in the configuration of your Upload under the Automate tab. If a URL does not already exist, you can generate a new one.
❗Important:
- It is equally important that the file has the correct structure, character encoding, and delimiter type when it is uploaded automatically as when it is uploaded manually.
- If you create a new upload URL, the previous URL will cease to function. This means that any automated workflows you have configured must be updated to use the new URL.
When an upload URL has been generated, the file can, for example, be sent using a curl command as follows:
curl -F "file=@/folder/articles.csv" https://adress.amsystem.com/case/upload/LNl654loL54gksdfwro456sdfUYGGa
💬 What Happens to Information in Existing Cases When New Data Is Uploaded?
The information uploaded via your Uploads is used as a tool when a user creates or edits a case. Once a case is registered, the information is saved as regular text, meaning existing cases are not affected when new data is uploaded.
Modify Existing Upload Configuration
If you wish to make changes to an existing upload, please contact us. Use the same order form you filled out when requesting the service. Describe the functionality you currently have and specify the adjustments you wish to make. If you want to add more information (additional columns) to your file, please include an example of the new file format when reaching out to us.
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Orders or changes to your Upload |
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Last updated: 28 November, 2024