Skip to content
+1-888-319-3663

HELP ARTICLE

Creating an Integration in SmartConnect.com


The following steps are for creating SmartConnect.com integration:

  1. If you do not have SmartConnect Login. See the Getting Started with SmartConnect.com.
  2. Connection: Click on Connections, then Create Connection button. You will see all applications connections available list. Here is the Print screen (Red Rectangular Box indicates clicks). You must set up the connectors for the applications. See Knowledge Base for setting up connections of your choice.
    Connections sc.com

    Connections available on SmartConnect.com

     

  3. Data Sources: Click on Data Source, then File under Bulk Sources. From the Create Bulk File button, select New File Data Source. Here is the Print screen. You can create three kinds of data sources Bulk Sources, Change Triggers and Realtime Triggers.
Data Source 

4. Processes: Click on Processes, then Integration Processes. From Add New button, you will see the integration Process Details tab. Give a name to Integration Id and Description. 
 
5. The next tab is Source: Select the Source Type, Source, and Add Source Grouping. Here is the Print screen (Red Rectangular Box indicates clicks or inputs).
6. The next Tab is Target: Select the Target Application of your choice, Destination, Organization and Entities to Process.
7. The next Tab is Integration: Select the Target Lines and tick the Source Field Group By.
 

Go to Tab Target Integration:

  • Here you can map Columns Fields 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 your destination.
 
  • Click the Save and Run button, to get the integration started.
  • Specify other steps you’d like to include in the Tasks Tab.  For example, if the map fails, send an email notification with a list of errors to integrations@mycompany.com.
  • Schedule your integration (if it’s not a real-time integration).

Happy integrating!

RECENT POSTS


eConnect error - Login failed for user
32 bit Excel Add-in for SmartConnect 21 does not appear after installing.
Connection could not be validated when using Excel data source
Salesforce Error: Unable to create/update fields check security settings
How to Access Registration Keys, Account Codes, & Customer IDs

POPULAR POSTS


SSL Security error using OLEDB Connection
This implementation is not part of the Windows Platform FIPS validated cryptographic algorithms
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

CATEGORIES

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 Partner All Hands Call Popdock promotions release 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.