Overview
In this article, we describe how to create a new import in DataBridge.
Widget Connector | ||
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Intended Audience
This article is intended for persons who are administrators for DataBridge.
Prerequisites
The following prerequisites are required before you follow the steps below.
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The Create New Profile wizard will start. All the different steps are described in detail below
- Create a new profile
- Configure profile
- Configure sourceTransform
- Create a new import#Transform
- Configure fields
- Destination Settings
- Profile SettingsSummary
- Create a new import#Summary
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Create profile
Start the creation of a new import profile by clicking the Create New Profile button
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In this step, you have to set your connections to SuperOffice CRM and a (cloud) storage provider.
Besides the connections, you also have to select your import file.
Click Next to continue.
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Configure source
Indicate what the import source looks like. e.g.: with headers or not, what delimiter is used, etc.
Click Next to continue.
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Transform
In this step, you can add transformations. With transformations, you can apply transformations to the data and columns.
Note: this is optional.
More information on all available import transformations can be found here.
Click Next to continue.
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Configure fields
Map the input fields to the output fields. Click the drop-down list for each of the columns and choose the correct destination fields. Double check each of the columns, so that you are absolutely certain that the imported data ends up in the correct column.
For an overview of all the import fields please have a look at this article.
Click Next to continue.
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Destination settings
Settings to process the data, like number format. The deduplication option is very important. Add list items and settings default values for new items can also be set on this page.
Transformations | |
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Number format | Select the format of the decimal values in your data |
Date format | Select the format of the date values in your data |
SuperOffice CRM Online | |
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Duplicate match | Select the fields that are used for duplicate checking |
Secondary duplicate match | Select the fields that are used for the secondary duplicate check. The secondary duplicate check is executed when the primary is skipped because of empty checking fields in the source |
Action | Select what needs to be done with duplicates. Add, merge, replace or skip |
Add new companies to selection | Automatically add new items to a new SuperOffice selection, more info |
Add updated companies to selection | Automatically add updated items to a new SuperOffice selection, more info |
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Advanced settings | |
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General | Mark selections as completed, more info |
Lists | Settings for phones, email, URLs and list items |
Default values | Default values for new items |
Click Next to continue.
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Profile settings
In the profile settings, you can specify how and when you want the import job to run.
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Scheduled | |
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Scheduled | Select when (Hourly, Daily, Weekly or Monthly) and from which date the schedule should start, more info |
Notifications | Specify where and when to receive notifications; after a successful and/or failed run |
Actions | Option to delete the source file after successful job completion |
Triggered | |
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Triggered | The job will be executed according to the profile configuration when a request is made to a specific secret URL. There are 2 options that you need to enable separately with the toggle button:
Please read the information in this article carefully if you want to use this advanced functionality. |
Notifications | Specify where and when to receive notifications; after a successful and/or failed run |
Actions | Option to delete the source file after successful job completion |
Click Next to continue.
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Summary
A summary of all the settings is shown including an overview of the field configuration.
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