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  • In CatalogueLINK Upload go to Setup – Automation Settings.

  • Check the Automate checkbox beside each data type you wish to automate the import and upload of.
  • Check the Day of the week checkboxes for each day that you wish automation to run.
  • Factor in restarts or shutdowns of any servers or workstations such as the one you are working on, and the one hosting the accounting system.
  • Select the frequency of imports and uploads from the Frequency, Start Time and End Time dropdowns.
  • Click OK.

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Note: Automation can only run when a user is logged in, so lock your local or remote connection to the workstation to ensure it runs correctly. Do not log off or shut down.

Automatic Login on Restart

Your server (or wherever you have chosen to install CatalogueLINK) can be set to automatically log a user back in, in the even of a restart, power failure, or similar.

This allows for Upload Automation to start back up again.

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Note: The method outlined by Microsoft involves using the Registry Editor, we would recommend this be handled by your IT professionals