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CatalogueLINK Upload
In CatalogueLINK Download go to Setup – Automation Settings
'Automation Options' is where you configure what and when imports and uploads of data will occur automatically.
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- In the 'Scheduled Tasks' window right click on the task and select 'Run'
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CatalogueLINK Download
- In CatalogueLINK Download go to Setup – Automation Settings
- Check the "Auto export" checkboxes for the data types you wish to download and export automatically.
- Set the start and end times to download and export your selected data types automatically. You should factor in when your accounting system is not accessible, for example due to scheduled backups or restarts of the server hosting it.
- Enter a number in the "check every" field that CatalogueLINK Download will use as the interval for downloading and exporting your selected data types.
- Next use Action – Auto Download to start automation based on the settings chosen.
Note: If you have CatalogueLINK Download 3.0.1.0 or newer, an optional Scheduled Task can be created to perform Action – Auto Download automatically on an interval. This will start Automation again if CatalogueLINK Download has been closed.
If you would like this function, please submit a Change Request (link to KB)
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Troubleshooting
- If automation for either CatalogueLINK application is not running, check that the Scheduled Task is enabled.
- Open the *_AUTO_PROCESSLOG.txt files in CatalogueLINK's log directory and review the bottom of the file to see what CatalogueLINK is reporting.
- If you see "Automation could not run because CatalogueLINK (GUI mode) was already running" it is because CatalogueLINK is already open and must be closed.
