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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.


Select the appropriate Source and Target Plugins to access detailed how to information.

Source Plugin
Directory Builder Data Source
Target Plugin
Directory Builder Import
How its done
  1. Set up the directories as normal within the Directories module.
  2. Go into Easysite Manager -> Data exchange - > Packages.
  3. Click on "New Package", and you are presented with the Define Package page. On this page, give the package an appropriate name (In the Package Name element) and if required select a time in the "Schedule to run after" option. 
  4. Drag a Data Transfer Task onto the page, and click on Configure.
  5. On the first page Select the Source Plugin as Directory Builder Data Source, and then select the relevant directory that you want information to be transferred from.  Then click on Next
  6. On the next page, select the Key Field, and any Hash fields required. (See the link below for an explanation of the differences between these). Then click Next.
  7. On the next page you will be able to choose the Target Plugin. For this choose the Directory Builder Import option. Then on the Directory select the directory you want the information to be transferred too. Click Next.
  8. On this page you are able to choose how the Directory elements of the two directories are mapped. Click Next
  9. On this page select the Task Name and also if you want it to use Incremental Mode. Click on Finish.
  10. You are then returned to the Package Details page. Click on Save
  11. You are then returned to the Manage Packages page.