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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
Filtered Form Builder Data Source
Target Plugin
CSV Data Target
How its done
  1. Go to Administration -> Data Exchange -> Packages. Click on "New Package". Add an appropriate Package Name.
  2. Drag and drop the Data Transfer Task onto the Package Tasks field.
  3. Click Configure and for the Source Plugin select "Filtered Form Builder Data Source". In the Form drop down choose the appropriate Form. If required, filter the export by  Date From and Date To dates or by optional filter.
  4. On the next page, select an appropriate "Key Field" and "Hash Fields". Click Next.
  5. In the Target Plugin drop down choose "CSV Data Target", and in Field Names choose the names of the Columns for the CSV file.  Enter a unique Download Key, select Unicode (UTF -8) Encoding, and enter an appropriate Output Field Name for the CSV file. Click Next.
  6. Map the elements within the Directory to the appropriate field names within the CSV file. Click Next.
  7. Enter an appropriate name for the task itself. and click Finish.
  8. Click Save.