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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
CSV Data Source
Target Plugin
Datastore Data Target
How its done
  1. Go to Administration -> Data Exchange -> Packages. Click on "New Package". Enter an appropriate name for the Package. 
  2. Drag and drop a Data Transfer Task  onto the Package Tasks field.
  3. Click on Configure, and for the Source Plugin select "CSV Data Source". Enter an appropriate CSV Resource URL (eg  domain/EasysiteWeb/name of file). Alternatively select Choose File and browse to select an appropriate CSV file. Click Next.
  4. Select an appropriate "Key Field" and "Hash Fields". Then click Next
  5. From the Target Plugin dropdown, choose Datastore Data Target, and select the relevant data store instance. Click Next.
  6. Create the appropriate field mappings for the import. Click Next.
  7. Give the Task a name, and select Incremental mode if required. Click Finish.
  8. Click to Save the Data Exchange Package.