Knowledge Base | SmartConnect.com

Knowledge Base

How to Get Started with SmartConnect.com

Determining your Subscription Tier

Signing Up for a Plan

Adding Users to SmartConnect.com

Logging into the SmartConnect.com App

Navigating the Dashboard

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

Working with Dynamics 365 Business Central

Setting up Global Variables

Setting up Global Rolling Columns

Setting Up Translation Tables

Working with Dynamics NAV

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 SQL Server

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 File Options

Importing an Integration Process

Exporting an Integration Process

Maintaining Setup Options

Using a Page Key Field Lookup

Using a Page Field Lookup

Setting up an Integration to Dynamics 365 Business Central

Setting up a Dynamics 365 Business Central Connection

Creating a Dynamics 365 Business Central Bulk Data Source

Setting up Additional Functionality

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

Importing and Exporting Integrations

Using a Multi Lookup

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

Creating an Integration Process

Scheduling an Integration Process

Using Error Processing to Correct Integration Process Failures

Working with Dynamics 365 Sales

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 CRM

Determining Source Grouping

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

Working with Salesforce

Creating an ODBC Bulk Data Source

Creating an OLEDB Bulk Data Source

Setting up an ODBC Connection

Setting up an OLEDB Connection

Working with Generic Connections

Determining your Subscription Tier

Signing Up for a Plan

Adding Users to SmartConnect.com

Logging into the SmartConnect.com App

'All systems go'

Get Started

Pick your integration plan and start your integrations.