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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
Petitions 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 select Petitioned Data Source. In Petition Status choose the Petition Status you wish to be exported. Click Next.
  4. Select a appropriate Key Field and Hash Fields. Click Next.
  5. For the Target Plugin drop down choose CSV Data Target, and in the Field Names choose the names of the appropriate Columns for the CSV file.  Enter a unique Download Key and select Unicode (UTF -8) Encoding. In the OutputFieldName, enter an appropriate name for the CSV file. Click Next.
  6. Create appropriate mappings to fields within the CSV file. Click Next.
  7. Enter an appropriate Task Name and click Finish.
  8. Save the Data Exchange Package.