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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
Filtered Directory Builder Data Source
Target Plugin
CSV Data Target
How its done
  1. Go to Administration -> Data Exchange -> Packages. Click on "New Package". Enter 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 Directory Builder Data Source". Select the appropriate directory. 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 then select the "Hash Fields".
  5. For in the Target Plugin drop down choose "CSV Data Target", and in the Field Names enter the names of the Columns required in the CSV file.  Enter a unique identifier for the Download Key and for Encoding select Unicode (UTF -8). For OutputFieldName, enter an appropriate name for the CSV file. Click Next.
  6. Map the elements within the Directory to the field names within the CSV file. Click Next.
  7. Enter an appropriate name for the task itself. Click Finish.
  8. Click to Save the Data Exchange Package.