- 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 "Between" start and end times based on when the PC will be on and able to connect to the accounting system without issue. You should factor in scheduled backups or restarts of pcs.
- Enter a number in the "check every" field that CatalogueLINK Download will use as the interval for downloading and exporting.
- Next use Action – Auto Download to start automation based on the settings chosen.
- CatalogueLINK Download will go into the Automatic Download window showing the download of orders, payments and customers.
- To stop automation, in the Automation Download window click ‘Close’.
- Note: If you are using a ‘Scheduled Task to run automation please disable the scheduled task.
Create a Scheduled Task to start Automation on a schedule
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| 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 Service Request. |
Optionally we can set up a Scheduled Task to start automation automatically. The task will attempt to run CatalogueLINK Download and put it into automation mode when CatalogueLINK Download is not running. The following instructions are specific to Windows 7 but all modern versions of Windows can set up Scheduled Tasks.
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Note: If automation is already open the scheduled task will not open a second instance. |
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.
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