Create a new export

Overview

In this article, we describe how to create a new export in DataBridge.

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.

A (demo) subscription of DataBridge. To sign up, follow this URL: https://my-databridge.infobridgeuniverse.com/Account/SignUp
A SuperOffice CRM login name with administrator rights
A cloud storage provider, like Dropbox, Microsoft OneDrive, Google Drive or an FTP server.

Create a new export in DataBridge

Log into DataBridge
Click Create New Profile

The Create New Profile wizard will start. All the different steps are described in detail below

Create Profile
Configure Profile
Configure Source
Transform
Destination settings
Profile Settings
Summary

Create profile

Start the creation of a new import profile by clicking the Create New Profile button.

Create New Profile
Name	Enter a name for your profile

Location and destination
Location	Select the location you want to export your data from. For the export profile, this would be SuperOffice CRM Online
Destination	Specify the destination for your data
Store	Specify where to store the data

Click Next to continue.

Configure profile

In this step you have to set your connections to SuperOffice CRM and a (cloud) storage provider.

Click Next to continue.

Configure source

Indicate what the source looks like. The source being a SuperOffice CRM selection.

SuperOffice CRM Online

SuperOffice selection

Select your SuperOffice CRM selection

Customize fields

Choose the SuperOffice CRM selection fields to read.

Note: A * means the field will not work in instant mode

Advanced settings

Selection
Manual fields	Add SuperOffice selection fields manually to read. Each line is a new field. The format is: project/projectUdef/SuperOffice:1contact/number

Columns

Static columns

Add static columns to the export file. The columns will be added after the columns of the selection. Each line is a new column. You can define both the column header as the column content.

The format is: Heading=Content

For example:

Customer type = Large
Source-Export

Language code

Choose the language to use for translated items

More information on the advanced settings

Click Next to continue.

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 export transformations can be found here.

Click Next to continue.

Destination settings

Settings to process the data, like number format.

Transformations

General
Number format	Select the format of the decimal values in your data
Date format	Select the format of the date values in your data

Text file (.csv, .txt)

Name
Filename	The name of the file that will be exported (without the file extension)
Append date and time	Do you want to add the date and time of the job to the file name of the exported file? The date and time will only be appended if a file name is specified
Append globally unique identifier (GUID)	Do you want to add a GUID to the file name of the exported file in order to create a random unique file? The GUID will only be appended if a file name is specified

File Format
Include header	Should the first line of your file contain the column name
Delimiter	Which character must be used to separate the fields in the file

Advanced settings

Advanced
Encoding	Which text encoding must be used for the file

Click Next to continue

Profile settings

In the profile settings, you can specify how and when you want the import job to run.

Note: Scheduled and triggered profiles are only available for (cloud) storage locations such as Google Drive and FTP.

Manual
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

Scheduled
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

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:

Triggered jobs, allows you to create and run a triggered job in a background process by calling a URL. This is a long-running process and the execution is the same as with SCHEDULED jobs. Calling a triggered job is limited to once per 15 minutes on each profile, more calls to the same trigger URL will fail; this fair use policy is maintained to keep the load on DataBridge and SuperOffice CRM Online acceptable.
Instant jobs, allows you to create and run an instant job directly in the browser by calling a URL with parameters. Because the work is done directly in the browser request, this is only suitable for limited work; for example, if you just want to export a single record to a file for further processing.

Please carefully read the information in this article 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.

Summary

A summary of all the settings is shown including an overview of the field configuration.

Save and process now: This option is available when you have selected a manual schedule. This will save your profile and process it now.

Save: Save your profile.

Extending the idea

This article describes how to create an export profile. If you want to create an import profile see this article.

Summary

You have learned to create an export profile.