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Data Exchange How to Guide

Data Exchange How to Guide

Guide to using and configuring specific DataStore Source and Target Plugins.

Plugins

Select the appropriate Source and Target Plugins to access detailed how to information.

Source Plugin
Form Builder Data Source
Target Plugin
CSV Data Target
How its done
  1. Go to Administration -> Data Exchange -> Packages. Click New Package and add an appropriate Package Name 
  2. Drag and drop a Data Transfer Task  onto the Package Tasks field. Click Configure.
  3. For the Source Plugin select Form Builder Data Source, and for the FormBuilder drop down, choose the Form to be exported. Click Next.
  4. Select an appropriate Key Field and Hash Fields. Click Next
  5. For the Target Plugin drop down select CSV Data Target and in the Field Names choose the appropriate columns for the CSV file.  Enter a unique Download Key, select Unicode (UTF -8) encoding, and in the OutputFieldName enter an appropriate name for the CSV file. Click Next.
  6. Map elements within the Form go to appropriate fields within the CSV file. Click Next.
  7. Enter an appropriate name for the task itself. Click Finish.
  8. Save the Data Exchange Package.