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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
CSV Data Source
Target Plugin
Directory Builder Import
How its done
  1. Go into Administration -> Data Exchange -> Packages. Click on "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 for the Source Plugin select "CSV Data Source". Enter an appropriate CSV Resource URL put in the URL that the CSV file is located. (eg  domain/EasysiteWeb/name of file). Alternatively click "Choose File" to browse for an appropriate CSV file. Click Next.
  4. Select a "Key Field" and the appropriate "Hash Fields". Then click Next
  5. From the Target Plugin drop down select Directory Builder Import", and select the appropriate directory. Click Next.
  6. Map which elements within the CSV file go to the appropriate elements within the Directory. Click Next.
  7. Enter an appropriate name for the task.
  8. Click Finish. You are returned back  to the "Define Package" page for the Data Exchange package. Click Save the Data Exchange Package.