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There are two steps to set up Automation of CatalogueLINK Upload. Please follow the below instructions carefully. 

Automation Settings

  • In CatalogueLINK

    Download

    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.

Scheduled Task

Next we need to set up a Scheduled Task. The following instructions are specific to Windows 7 but all modern versions of Windows can enable Scheduled Tasks.

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Info

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.


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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 (where the most recent logs are written) 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.