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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
Datastore 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 on Configure and for the Source Plugin select " Easysite Users Data Source". Select the Type of User to be exported and an appropriate Sort Field.  If required choose the option al filter and if you require the registration data to be included. Click Next.
  4. Select an appropriate "Key Field" and "Hash Fields". Click Next.
  5. From the Target Plugin drop down choose "Datastore Data Target", and select the Data Store that you want to import the information into. Click Next.
  6. Map the elements of the User's details to the field names within the Data Store. Click Next.
  7. Enter an appropriate name for the task itself. Click Finish.
  8. You are then returned back to the "Define Package page" for the Data Exchange package. Click Save on the Data Exchange Package