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Creating Your First SmartConnect Integration

Published: Sep 02, 2016
Post Author Written by Katie Soderberg

Following are steps, from a high-level, for creating your first SmartConnect integration:

**Prior, SmartConnect must be completely installed, configured and that you must set up the connectors for the applications you’re looking to integrate with.   See the SmartConnect Manual for setup and configuration information.

  1. Create a new map.Create Button
  2. Give it a name/Map ID and description/Map Description.Map ID & Map Description
  3. Specify the Source + Key Field.Key Field
  4. Specify the Destination.
    • Select the objects/(entities/nodes) you’d like to integrate with. For some destinations, you may integrate with multiple companies (databases).
    • Double click on each of the destination objects/(entities/nodes) to open the SmartConnect Mapping window.Destination
    • In the Mapping Window:
      • Use the drag-n-drop interface to map columns from your source to your destination.
      • Create Additional Columns to transform your data along the way.  Once created, they are available in your source to map to your destination.Mapping Window
  5. Specify other steps you’d like to include in the Tasks.  Example, if the map fails, send an email notification with a list of errors to integrations@mycompany.com.Tasks
  6. Schedule your integration (if it’s not a real-time integration).Schedule
  7. Click the Run button, to get the integration started.

Happy integrating!

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