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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
Easysite Users Data Source
Target Plugin
CSV Data Target
How its done
  1. Go into 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 " Easysite Users Data Source".
  4. Select the Type of User to be exported and select an appropriate Sort Field.  If required choose the option al filter and if you require the registration data to be included. Click Next.
  5. Select an appropriate "Key Field" and "Hash Fields". Click Next.
  6. From the Target Plugin drop down select "CSV Data Target", and in the Field Names enter the names of the Columns you want in the CSV file.  In the Download Key give this a unique number, Encoding select Unicode (UTF -8), and in the OutputFieldName, choose the name for the CSV file. Click Next.
  7. Map the elements of the User's details to the appropriate field names within the CSV file. Click Next.
  8. Enter an appropriate name for the task itself. Click Next.
  9. You are then returned back to the "Define Package page" for the Data Exchange package. Click Save on the Data Exchange Package.