Switching Companies within SmartConnect.com

If the user that is logged into SmartConnect.com has access to more than one company, the user can switch between companies within the app without having to sign out first.

This primarily applies to partners, hosting providers, or other individuals that may have access to multiple SmartConnect companies/tenants through their one email login.

When logged into SmartConnect.com the user can click on their email at the top right section of the interface.

This will display a list of all companies that user has access to. Clicking on one of those companies will switch the current login session over to that company.

The switch will occur immediately in most cases, however if the company is located in a different region from the current company (ie, currently logged into an NA company, but attempting to switch to a company hosted in EUW) then the user will be prompted for their password before the session is switched to the new company.

Adding an Initial User to SmartConnect.com

After the purchase of a SmartConnect subscription, a user will need to be added from the account management page to login with for the first time. Login to the eOne site and navigate to the Renewals/Keys section under My Account.

Once in that section, the initial user can be created for the SmartConnect.com account. If logged in as a partner, the user can be created for any customer that owns a SmartConnect subscription.

Select a SmartConnect subscription product and choose the Add SC User option from the list.

On the Add SC User page, enter the email and details for the account. The password will be needed when logging into login.smartconnect.com, so ensure that is recorded somewhere. If the email that is used in this form already exists in SmartConnect on another tenant/account, the user will still be added to this SmartConnect instance but the password will not be reset. It will use the password that is already configured for that email. If the password needs to be reset, it can be done on the main login.smartconnect.com page by the owner of that email address.

Note that only the first user should be created from this account management page. Additional users should be added within the SmartConnect.com app by following the instructions here.

Configuring Service Entities for Data Sources

  • With an open Rest Connection, navigate to the Service Entities section.
  • Type the Name for the service endpoint that is being defined as a source.
  • Click the Edit button to open the REST Service Entity Maintenance window.
  • The Endpoint field should be filled in to connect to the correct service. This will be combined with the Base URL to create the full URL.
  • The Request Method can be changed if a different VERB is required for a specific endpoint.
  • The Fields section will determine how to display fields from the payload of data that is returned from the service. It is recommended to use a sample file of the payload to load the structure and determine the path for each field.
  • The Type column can be changed after the fields are loaded from file if a data type is set incorrectly.
  • For a basic GET VERB to a service with no additional parameters, the setup would now be complete for that service endpoint.

Configuring Base Settings

  • From the main Navigation Menu, select Maintenance and then REST Services.
  • On the REST Services page, click the Create REST Service button.
  • This open the REST Service Maintenance window. The first section allows a name and an image to be set for the REST Connector.
  • The second section will store the information for the Base URL, Request Method, Response Type, Body Type and Authentication Method.
    • The Base URL should be the portion of the URL that is static for the service.
    • The Request Method should be the default VERB for pulling data from an endpoint for the service.
    • The Response Type should be set to either JSON or XML, based on the payload type for the service.
    • The Body Type should be set to one of JSON, Text, XML, or URL-Encoded-Form; depending on the payload body for the service.
    • The Authentication Method should be set to one of Basic, Exchange Token, None, or OAuth2; based on the service.
  • The last section allows the Date Format to be specified. The 4 types are Custom, Epoch Milliseconds, Epoch Seconds, or ISO 8601. Epoch time is displayed as the amount of time that has elapsed since January 1, 1970.
    • Epoch Milliseconds follows a format of: 1583340906149
    • Epoch Seconds follows a format of: 1583340920
    • ISO 8601 follows a format of: YYYY-MM-DDThh:mm:ssTZD
    • Custom allows the format to be defined, using the standard .Net datetime formatting.
  • The REST Service Maintenance window can be saved once the main Settings section is complete. The Service Entities or Service Actions would need to be defined to use the connection as a source or destination for any integrations, however.

Using a File Destination

  • Click on the Target tab.
  • 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 shown below.
  • 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.

Determining your Subscription Tier

SmartConnect.com is broken into 4 different subscription tiers that are available for purchase. It is important to decide which level fits your company best when looking to sign up for a plan.

All the subscription plans are based primarily off of how many connections are in use for a tenant. There are additional options and services that are included at the higher subscription levels that can be compared in detail here.

When looking at the Connection count for your company – a Connection is defined as any system you want to integrate to or from. For example, if you want to connect a SQL Server, Salesforce, and Dynamics 365 Business Central – that will count as 3 Connections. It does not matter if you are sending data in one direction or bi-directionally between any one of those systems or how many integrations are created between them, it is 1 Connection per system.

Files are handled uniquely when determining how they count towards a connection limit. If a file is used as a data source or destination in any integration it will count as a used connection. An unlimited number of additional files can be used as data sources or destinations and it will not count as anything more than just 1 file connection that is in use.

Additionally, unlimited support can be purchased with the Essentials and Standard plans, and is included automatically with the Professional and Premium plans. If support is purchased, it has a minimum commitment length of 6 months. With the unlimited support option, your team gets access to the full eOne support team to help resolve issues that are encountered during the use of the application.

The subscription tier your company owns can be changed after purchase as well. If your integration needs have grown, it is possible to upgrade to a higher level at any time. The subscription can also be downgraded as long as the number of active Connections in the application do not exceed the limit for that subscription tier.

Signing Up for a Plan

To get started using the SmartConnect.com application, a subscription plan must be purchased from the eOne site.

The details for each plan and what is included can be expanded on directly within the shopping cart during the checkout process. Along with selecting a subscription level, support and training can also be purchased at this time.

Support is included automatically in the Professional and Premium subscription levels, and can be added on to the Essentials and Standard subscription plans.

If purchasing the SmartConnect subscription as a partner, there is an additional section during the process to determine whether the product is being purchased for an existing or a new customer. 

Once the purchase is complete, an initial user will need to be added from the eOne site to login to SmartConnect.com. This can be done on the account management page following this article.

Adding Additional Users within SmartConnect.com

Users can be added and removed within any account directly within the SmartConnect.com app. Login to SmartConnect.com through login.smartconnect.com.

Once logged in, navigate to the System section of the menu bar on the left hand side of the interface and select Security.

From the User Security window, existing users can be modified or deactivated if needed. New users can be added using the Create New User button at the top right of the interface.

When entering an email address when adding a new user, SmartConnect will check to see if the email already exists on an existing user. It will check all existing users across all SmartConnect tenants to ensure if an email address is provided that is already in use it will associated that existing user to the current SmartConnect tenant rather than creating a new user.

When adding a new user (email not in use across any SmartConnect tenants), a password along with first and last name must be provided.

When adding a user that exists in another SmartConnect tenant, the first and last name will autofill and the password cannot be set and/or changed from this window. Only the user with that email can change their password, either within app or by using the Forgot Password link on the main login page.

 

As many users as needed can be added to a SmartConnect.com tenant through these steps. Future updates will allow for specific control over what functionality user accounts can access within the application.

Logging into the SmartConnect.com App

There is one global login page for the SmartConnect.com application. No matter what region is being utilized, all logins will run through login.smartconnect.com.

If a user cannot remember their password, the Forgot Password link can be used to send a verification code to their email to reset their password.

When successfully logged into the application, the user will be directed to the Dashboard.

Setting Up Translation Tables

  1. From the options column on the left side expand Maintenance and click on Translation Tables.

  2. Click on Create Translation Table button.

  3. The Translation Table window will open.

  4. Key – enter a name for the table.
  5. Description – enter a description for the table.
  6. Import File – if the translations already exist in a file, instead of manually entering them in the Translations area of the window, the file can be imported here. The translations will then be available to be used when setting up integration processes.
  7. Translations – translations can be manually entered in this section and existing translations can be deleted.
  8. Save button – saves the Translation Table.