HELP ARTICLE

Creating Your First SmartConnect Integration


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.
Run

Happy integrating!

RECENT POSTS


Web request did not return any data. Verify the mapID is correct and try again.
Configure a Business Central Change Data Source
Failed to create record.: Entity does not support insert
Too Many Fields Defined After Microsoft Update
The operating system is not presently configured to run this application

POPULAR POSTS


SSL Security error using OLEDB Connection
Removed Part: /xl/vbaProject.bin part. (Visual Basic for Applications (VBA))
The server process could not be started because the configured identity is incorrect.
Using WINSCP and a task to upload or download files from an SFTP site
Shortcuts Template for Extender

CATEGORIES

ARCHIVES

open all | close all

TAGS

Business Central CRM D365 Business Central Dynamics 365 dynamics crm Dynamics GP Dynamics NAV Econnect Employee Spotlight eone eOne News error Error Message Events Excel Excel Report Builder Extender Flexicoder GP integration Map Meet the Team Microsoft dynamics crm Microsoft Dynamics GP Navigation List Builder Office Relationships partners Popdock release Reporting SalesForce SalesForce.com SmartConnect SmartConnect.com SmartConnect Bootcamp SmartConnect Maps SmartConnect Office Hours SmartList SmartList Builder SmartPost SmartView SQL Tech Tuesday Templates training

Integrate & Automate without Any Code.

SmartList Data has Never Been Faster.

The Easiest Way to Report on GP Data.