- 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.
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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: You may be required to enter the password for the selected user account. |
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- Select the ‘Triggers’ tab and then ‘New’.
- Set ‘Repeat task every’ to every hour and ‘for a duration of’ to ‘indefinitely’.
- Check the ‘Enabled’ checkbox before clicking ‘OK’.
- Select the ‘Actions’ tab and then ‘New’.
- Set ‘Action’ to ‘Start a program’.
- Browse to Download.exe in the CatalogueLINK directory
- Add ‘AutoDownloadStart’ (without quotes) to the ‘Add arguments (optional)’ text area.
- Click ‘OK’.
- Select the ‘Settings’ tab
- Set ‘if the task fails, restart every’ to ‘5 minutes’.
- 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. |
- In the ‘Scheduled Tasks’ window right click on the task and select ‘Run’
- If it is functioning correctly, CatalogueLINK Download should load up the ‘Automatic Download’ window.
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Note: If automation is already open the scheduled task will not open a second instance. |