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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
Directory Builder Import
How its done
  1.  Go to Administration -> Data Exchange -> Packages. Click n New Package. Add an appropriate name in Package Name 
  2.  Drag and drop a Data Transfer Task  onto the Package Tasks field.
  3.  Click Configure, and select Form Builder Data Source Plugin.
  4. From the FormBuilder drop down select the appropriate Form and click Next.
  5. Select an appropriate Key Field and Hash Fields. Then click Next
  6. From the Target Plugin drop down select Directory Builder Import, and in the Directory drop down choose the appropriate directory. Click Next.
  7. Map the Form elements to the appropriate Directory elements.Click Next.
  8. Enter an appropriate name for the task itself. Click Finish.
  9. Save the Data Exchange Package.