Knowledge Base
Creating a XML File Source
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- Using a Restriction
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- Defining Remaining Options
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- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
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- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
Creating a XML File Source
- From the left side options column navigate to Data Sources > Bulk Sources > File.
- On the File Data Sources window click on the Create Bulk File button.
- On the New File Data Source window click on the XML File icon.
- This will open the XML File Data Source window.
- Enter a Description for the data source.
- Select source file at runtime – When this checkbox is marked, the uploaded file will be used as a template to define the column headers and no data from it will be processed.
- Source File – Select the XML file that will be used as the data source.
- Transform File – Select an xsl transformation if needed, this option is not required.
- Edit Format button – Clicking on this button will open a popup window that allows the user to edit the format of the XML file.
- Validate button – Validates the XML data source and, if successful, activates the Save button.
- Clicking on Save will save the data source and make the data source available to be selected when creating an Integration Process.
- After the XML File source has been saved, the Preview button will become active.
- Click on the Preview button will open a pop-up window that displays the first few records contained in the XML file.
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