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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
Filtered Form Builder Data Source
Target Plugin
Datastore Data Target
How its done
  1. Go to Administration -> Data Exchange -> Packages. Click  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 Filtered Form Builder Data Source. From the Form drop down select the appropriate Form. If required filter the export by  Date From and Date To dates or by optional filter. 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 appropriate DataStore. Click Next.
  6. Map the elements within the Filtered Directory to the appropriate elements within the DataStore. Click Next.
  7. Enter an appropriate name for the task itself. Click Finish.
  8. Click Save.