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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 Form Builder Data Source
Target Plugin
Directory Builder Import
How its done
  1. Go to Administration -> Data Exchange -> Packages. Select 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 Form Builder Data Source. From the Form drop down choose 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 Directory Builder Import and select the required Directory. Click Next.
  6. Map the elements within the Filtered Directory to the appropriate elements within the (non filtered) Directory. Click Next.
  7. Enter an appropriate name for the task itself. Click Finish.
  8. Click Save.