Knowledge Base
Importing an Integration Process
Browse Common Categories
- Using a Restriction
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Importing an Integration Process
- Exporting an Integration Process
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up a Dynamics 365 Business Central Connection
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Using an Activity Party
- Using an Entity Lookup
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- 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
Importing an Integration Process
- On the Options list on the left side of the window expand System and click on Import.
- In the Import SmartConnect Integrations and Dependencies window click Select files.
- In Windows Explorer navigate to and open an exported zip file.
- Fields to be populated for the import display on the form.
- Each section/field is broken down below:
- Integration Id
- This field defaults with the Integration ID entered when the Integration Process was created prior to being exported.
- If the field is left with the default text, the Overwrite Existing Integration checkox is displayed.
- If the checkbox is marked, the imported integration will overwrite the existing Integration with the same Integration ID.
- If the checkbox is not marked, a new Integration will be created with the same ID.
- If the IntegrationId field is changed from the default, the Overwrite Existing Integration checkbox will be hidden, and a new Integration will be created with the new IntegrationId.
- Integration Description
- This field will default with the description entered when the Integration Process was created before being exported. The field can be edited and can also be left blank.
- Source Data
- The Source Type field defaults with the source type selected when creating the Integration Process prior to being exported.
- Use Existing Source tab – allows the user to select the data source that was chosen when the Integration Process was created.
- Create New Source tab – allows the user to create a new data source to be used for the import.
- Destination Data
- Allows the user to select the destination connection.
- The connection type will be the same as the type in the imported file. For example: if the Destination in the import file is a SalesForce connection, the list of available connections to select from will be Salesforce.
- The Save To File checkbox will default to the selection made for the Save Output to File checkbox on the Integration Process Target tab when the export was created.
- The Bulk Update checkbox will default to the selection made for the Bulk Update checkbox on the Integration Process Target tab when the export was created.
- Once the necessary fields have been populated, click on the Import Integration button.
- The user will receive a message indicating whether the import was successful.
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