Data is the lifeblood of your organization. However, it is often housed in many disparate applications throughout your organization. When you need to merge data from two separate application, Popdock is your solution.

The steps below detail how to merge data from two separate connectors. This scenario merges two standard connector lists.

First, you will create the Merged List Container, then will select which lists you will be merging and then configure your merged list to show the data important to you.

1. From the main menu, select Connectors.

2. Select the Edit icon next to the connector that you would like the merged list to show up under.

3. Select Custom lists on the left navigation pane.

4. If you have not created a custom list for this connector yet, you will have the options shown below.  Select Merge lists. 

If you have already created custom lists for the connector, you will see your custom lists here and Add custom list.  Select Add custom list and then select Merge list from the dropdown.

For more information on each type of list, please see the following Knowledge Base article:  Getting to know custom lists.

5. Now you are ready to create your merged list starting with completing the List settings. Give the merge list a Name. Then choose the Group that you would like the list to be under.

After you have added the information, select Add list.

6. In the navigation pane, select Merge lists.

7. Select Click here to add a list.

8. In the Add merge list window, select your first list.  Complete the dropdowns for the Connector, Group, and List. 

9. If you have multiple companies, select the Entities tab and select your companies.

You can also add restrictions at this point by selecting the Restriction tab. If you do not add them now, you can add them later by selecting Restrictions from the navigation pane.

10. Select Add once you have completed the information.

11. You will see the list added.  Select Add list at the top right to add the second list that you would like merged with the first one. Complete the Add merge list window for the Connector, Group, and List. Then select Add list.  You will now see both lists displayed.

12. Add the fields you want displayed on the merged list by selecting Fields from the navigation pane. You will specify the field name and then map the field to fields in the original connector applications used to create the merged list.

Select Fields on the left navigation menu and then Click here to add a field.  Enter the name of the field and then choose the Field type.

This example creates a field called “Name” for the customer name column. Set the Field type to String.

Next, complete the two additional dropdowns to choose the field that you would like mapped from the two connector lists. 

13. This adds the field and displays the details.  Add additional fields per your list requirements by repeating these steps.  

14. The Fields tab also includes three Special fields by default. You cannot delete these fields, but you can leave them off the Default fields.

15. After you have added the fields to compare and have set your fields to display on the list, you can now set your default fields for your list. Select Default fields on the left. Select Click here to add default fields. Select the fields you want as default fields and then select Add.

16. After you have selected your default fields, your list is ready to be used by on a new tab. From the Popdock homepage, select Add new tab. Select the Connector in which you added the compare list. 

Next, select the Group if you added your list to a group.

Then select your comparison list from the dropdown list and select Default View for the favorite.

Select Add.

You have now created a merged list. You can filter, sort, export, or take action from your report. 

Questions on creating merged lists? Email support at support@eonesolutions.com