Knowledge Base | SmartConnect.com

Knowledge Base

How to Get Started with SmartConnect.com

Determining your Subscription Tier

Signing Up for a Plan

Adding an Initial User to SmartConnect.com

Logging into the SmartConnect.com App

Adding Additional Users within SmartConnect.com

Switching Companies within SmartConnect.com

Navigating the Dashboard

Using the Quick Start Widget

Using the SmartConnect Processes Widget

Reviewing the Login History Widget

Viewing the Latest News, Links, and Videos Widgets

Working with Dynamics 365 Business Central

Setting up a Dynamics 365 Business Central Connection

Creating a Dynamics 365 Business Central Bulk Data Source

Setting up an Integration to Dynamics 365 Business Central

Using a Page Key Field Lookup

Using a Page Field Lookup

Working with Dynamics NAV

Using a Page Key Field Lookup

Using a Page Field Lookup

Setting up a Dynamics NAV Connection

Creating a Dynamics NAV Bulk Data Source

Setting up an Integration to Dynamics NAV

Working with SQL Server

Setting up an Integration to SQL Server

Creating a SQL Server Real-Time Data Source

Creating a SQL Server Change Data Source

Setting up a SQL Server Connection

Creating a SQL Server Bulk Data Source

Working with File Options

Creating a Folder Data Source

Creating an Excel Source

Setting up a FTP Server Connection

Creating a Text File Source

Creating a XML File Source

Using a File Destination

Maintaining Setup Options

Setting up Global Variables

Setting up Global Rolling Columns

Setting Up Translation Tables

Setting up Additional Functionality

Scheduling an Integration Process

Using Error Processing to Correct Integration Process Failures

Importing and Exporting Integrations

Exporting an Integration Process

Importing an Integration Process

Working with the REST Connector

Configuring Base Settings

Configuring Service Entities for Data Sources

Creating an Integration Process

Performing the Field Mapping

Populating the Integration Details

Using a Calculation

Defining an Integration Source

Defining an Integration Target

Using a Date Calculation

Using a Translation

Defining Remaining Options

Using a Custom Rolling Column

Adding an Email Task

Adding a Run Map Task

Determining Source Grouping

Working with Dynamics 365 Sales

Creating a Dynamics 365 Sales Change Data Source

Creating a Dynamics 365 Sales Bulk Data Source

Creating a Dynamics 365 Sales Real-Time Data Source

Setting up a Dynamics 365 Sales Connection

Setting up an Integration to Dynamics 365 Sales

Using an Entity Lookup

Using an Entity Reference

Using a Relationship

Using an Activity Party

Using a List Option Lookup

Using a Multi Lookup

Working with Dynamics CRM

Using an Entity Lookup

Using an Entity Reference

Using a Relationship

Using an Activity Party

Using a List Option Lookup

Using a Multi Lookup

Setting up an Integration to Dynamics CRM

Creating a Dynamics CRM Bulk Data Source

Creating a Dynamics CRM Change Data Source

Setting up a Dynamics CRM Connection

Creating a Dynamics CRM Real-Time Data Source

Working with Salesforce

Using an Entity Lookup

Creating a Salesforce Bulk Data Source

Creating a Salesforce Change Data Source

Creating a Salesforce Real-Time Data Source

Setting up a Salesforce Connection

Setting up an Integration to Salesforce

Working with Generic Connections

Creating an ODBC Bulk Data Source

Creating an OLEDB Bulk Data Source

Setting up an ODBC Connection

Setting up an OLEDB Connection

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