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SmartConnect
Navigating the Dashboard
Using the Quick Start Widget

Using the Quick Start Widget

Published: Sep 12, 2018

Popdock
- Welcome to Popdock Documentation
SmartConnect
- Welcome to SmartConnect Documentation
- Adding Tasks to an Integration View Category
  - Creating document level run integration tasks in SmartConnect.com
  - Adding a Run Map Task
  - Adding an Email Task
- Creating an Integration Process View Category
  - Populating the Integration Details
  - Defining an Integration Source
  - Defining an Integration Target
  - Determining Source Grouping
  - Performing the Field Mapping
  - Using a Date Calculation
  - Using a Translation
  - Using a Custom Rolling Column
  - Defining Remaining Options
  - Using a Calculation
  - Using a Restriction
- Getting Started with SmartConnect.com View Category
  - Logging into the SmartConnect.com App
  - Adding Users to SmartConnect.com
  - Signing Up for a Plan
  - Determining your Subscription Tier
  - Adding an Initial User to SmartConnect.com
  - Switching Companies within SmartConnect.com
- Importing and Exporting Integrations View Category
  - Importing an Integration Process
  - Exporting an Integration Process
- Installing and Configuring SmartConnect 21 View Category
  - SmartConnect 21 Installation Steps
  - Configuring a SmartConnect 21 Instance
  - Configuring Additional SmartConnect 21 Instances
  - Updating SmartConnect 21 Configuration Options
  - Creating and Configuring the Windows Service in SmartConnect 21
  - Creating and Configuring the API in SmartConnect 21
- Maintaining Setup Options View Category
  - Setting Up Change Trigger Maintenance
  - Setting Up Integration Groups
  - Setting Up Translation Tables
  - Setting up Global Rolling Columns
  - Setting up Global Variables
- Navigating the Dashboard View Category
  - Viewing the Latest News, Links, and Videos Widgets
  - Reviewing the Login History Widget
  - Using the SmartConnect Processes Widget
  - Using the Quick Start Widget
- Setting Up Additional Functionality View Category
  - Create Integration Documentation
  - Using Error Processing to Correct Integration Process Failures
  - Scheduling an Integration Process
  - Managing Integration Schedules
- Working with Dynamics 365 Business Central View Category
  - Setting up a Dynamics 365 Business Central Connection
  - Creating a Dynamics 365 Business Central Bulk Data Source
  - Setting up an Integration to Dynamics 365 Business Central
  - Connecting to Dynamics 365 Business Central using an OAuth Token
  - Creating a Dynamics 365 Business Central Real-time Data Source
  - Creating a Dynamics 365 Business Central Change Data Source
  - Using an Odata Field Lookup
- Working with Dynamics 365 Finance View Category
  - Connecting to Dynamics 365 Finance using an OAuth Token
  - Creating a Dynamics 365 Finance Bulk Data Source
  - Setting up an Integration to Dynamics 365 Finance and Operations
  - Using a Dynamics 365 Finance Lookup
- Working with Dynamics 365 Customer Engagement / Sales View Category
  - Connecting to Dynamics 365 Customer Engagement using an OAuth Token
  - Creating a Dynamics 365 CE/Sales Bulk Data Source
  - Creating a Dynamics 365 CE/Sales Change Data Source
  - Creating a Dynamics 365 CE/Sales Real-Time Data Source
  - Setting up an Integration to Dynamics 365 CE/Sales
  - Using an Entity Lookup
  - Using a Multi Lookup
  - Using an Activity Party
  - Using an Entity Reference
  - Using a List Option Lookup
  - Using a Relationship
- Working with Dynamics CRM On-Prem View Category
  - Setting up a Dynamics CRM Connection
  - Creating a Dynamics CRM Bulk Data Source
  - Creating a Dynamics CRM Real-Time Data Source
  - Creating a Dynamics CRM Change Data Source
  - Setting up an Integration to Dynamics CRM
  - Using a MultiList Option Lookup
  - Using a List Option Lookup
  - Using a Multi Lookup
  - Using an Entity Lookup
  - Using an Activity Party
  - Using a Relationship
- Working with Dynamics NAV View Category
  - Setting up a Dynamics NAV Connection
  - Creating a Dynamics NAV Bulk Data Source
  - Setting up an Integration to Dynamics NAV
  - Using a Page Field Lookup
  - Using a Page Key Field Lookup
- Working with Dynamics NAV OData On-Prem View Category
  - Setting up a Dynamics NAV OData Connection
  - Creating a Dynamics NAV OData Bulk Data Source
  - Setting up an Integration to Dynamics NAV OData
  - Using an OData Field Lookup
- Working with Dynamics NAV Soap On-Prem View Category
  - Setting up a Dynamics NAV Soap Connection
  - Setting up an Integration to Dynamics NAV Soap
  - Creating a Dynamics NAV Soap Bulk Data Source
  - Using a Page Field Lookup
  - Using a Page Key Lookup
- Working with File Options View Category
  - Creating a Text Folder Data Source
  - Creating an XML Folder Data Source
  - Using a File Destination
  - Creating a XML File Source
  - Creating a Text File Source
  - Creating an Excel Source
  - Setting up a FTP Server Connection
  - Creating an Excel Folder Data Source
- Working with Generic Connections View Category
  - Creating an OLEDB Bulk Data Source
  - Creating an ODBC Bulk Data Source
  - Setting up an ODBC Connection
  - Setting up an OLEDB Connection
  - Troubleshooting ODBC Data Source Errors
- Working with Microsoft Graph View Category
  - Setting up a Microsoft Graph Odata Connection
  - Using Outlook as a Data Source
  - Using OneDrive as a Data Source
  - Using SharePoint as a Data Source
  - Creating a Teams Task
- Working with NetSuite View Category
  - Setting up a SuiteQL Lookup
  - Creating a SuiteQL Query Data Source
  - Setting up a NetSuite Connection
  - Creating a NetSuite Bulk Data Source
  - Creating a NetSuite Real-Time Data Source
  - Setting up an Integration to NetSuite
  - Setting up a Multi Lookup
  - Setting up a Reference Lookup
- Working with Popdock View Category
  - Setting up a Popdock Connection
  - Creating a Popdock Bulk Data Source
- Working with Pre-Defined Connectors View Category
  - Setting up a HubSpot Connector
  - Setting up a Magento Connector
  - Setting up a ShipStation Connector
  - Setting up a Shopify Connector
  - Setting up a Stripe Connector
  - Setting up a WooCommerce Connector
  - Setting up a Xero Connector
  - Setting up a Zendesk Connector
- Working with Salesforce View Category
  - Setting up a Salesforce OAuth Connection
  - Setting up a Salesforce Token Connection
  - Creating a Salesforce Bulk Data Source
  - Creating a Salesforce Change Data Source
  - Creating a Salesforce Real-Time Data Source
  - Setting up an Integration to Salesforce
  - Using an Entity Lookup
- Working with Slack View Category
  - Setting up a Slack Connection
  - Creating a Slack Task
- Working with SQL Server View Category
  - Setting up a SQL Server Connection
  - Creating a SQL Server Bulk Data Source
  - Creating a SQL Server Real-Time Data Source
  - Creating a SQL Server Change Data Source
  - Setting up an Integration to SQL Server
- Working with the REST Connector View Category
  - Configuring Base Settings
  - Configuring Service Entities for Data Sources
  - Creating a REST Service Definition
  - Adding a REST Service Connection
  - Configuring Exchange Token Authentication
  - Configuring OAuth2 Authentication
  - Creating a Service Data Source Definition
  - Adding a Bulk Service Data Source
  - Configure Data Source Paging
  - Creating a Service Destination Definition
  - Setting up an Integration to a REST Service
  - Creating a Service Lookup
  - Using a Service Lookup
  - Using Service Variables
  - Using Error Handling
- Working with Trello View Category
  - Setting up a Trello Connection
  - Creating a Trello Task
Zendesk Apps
- Zendesk Salesforce Connector View Category

Using the Quick Start Widget

Published: Sep 12, 2018

The Quick Start Widget has 3 main options on it.
Clicking Add New Process will take the user directly into the Create Process window.
Clicking Manage Schedules will take the user into the Process Scheduling window where the user can review and edit existing schedules or create new ones.
Clicking Add New Connection will take the user directly into the New Connection window where they can create a new connection.

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