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Previewing Data on a Folder Data Source Map


This week I’m going to point out a quick feature that is often overlooked because it functions slightly different from the normal process.  Typically when you setup a data source you can click the Preview button on the Data Source section of the map setup window to preview your source data.

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On a Folder Data source map this preview button will only display the headers from the required template file. 

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To Preview data from a Folder Data source you need to set up the destination first.  In this example I am creating customers in Microsoft Dynamics GP based on Excel files placed from a folder location. I have set my destination to Microsoft Dynamics GP and have entered the SmartConnect Mapping window for the Create/update customer node.  In this window we also have a Preview button, but this one will show us all the data from any files that are located in our Source folder.

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In my Source folder I have two Excel files that I want to integrate into Microsoft Dynamics GP.

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When I preview the data from the SmartConnect Mapping window I can see all the data and which file it is being pulled from.

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This can be helpful if you need to track down where a certain record is coming from within your Folder Data sources.

1 Comment

  1. Mark Wiley on January 16, 2017 at 9:22 am

    This is very helpful, as I have struggled with this map source.

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