Knowledge Base
Using a File Destination
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
- 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
Using a File Destination
- Click on the Target tab of an Integration.
- Select Export to File as the Target.
- If we want to send the file to an FTP Server, then we will need to select our FTP connector (which would need to be setup in the Connections) for the FTP Destination and select the FTP Path.
- Otherwise, if the FTP Destination is left blank, the integration will output a local file.
- Enter the File Name
- Enter the File Type, either Excel or Text file.
- If we selected Text File, then select a Column Separator. The options are Csv, Tab, Pipe, or Custom Delimited. Enter the Custom delimiter in the text box next to the Column Separator.
- Select the Character Set, either ANSI or OEM.
- Select which options you would like to add to your file.
- Include Headings – This option will include the headings from our source file in the exported file.
- Overwrite file – The option will overwrite any file given the same file name.
- Append date/time – The option will add the date/time to the exported file name.
- Separate file per key field – This option will create a separate file for each key field in the source.
- Append key field to filename – This option will only become available if the “Separate file per key field” option is selected. It will append the key field to the file name.
- Enclose column values in quotes (“”) – This option will enclose each data value in quotes in the exported file, not including the file headers.
Mapping and Running the Integration.
- Click on the Integration tab.
- Select Export to file as the Target Lines.
- Under the Source Grouping tab, select any fields to group by.
- Select the Target Integration tab.
- Map the source fields that you want to the columns in the file destination.
- Save and run the integration process.
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