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Defining an Integration Source

  1. Click on the Source tab.

  2. Source Type – select from one of the three Source Types:
    1. Bulk Data Source
    2. Changes Only
    3. Real-Time Event
  3. Source – each of the following sources has its own document detailing how to set up the associated Integration source type. The name of the file for each is listed after the source name:
    1. Dynamics 365 Business Central
      1. Creating a Dynamics 365 Business Central Bulk Data Source.docx
    2. Dynamics NAV
      1. Creating a Dynamics NAV Bulk Data Source.docx
    3. Dynamics 365 Sales
      1. Creating a Dynamics 365 Sales Bulk Data Source.docx
      2. Creating a Dynamics 365 Sales Change Data Source.docx
      3. Creating a Dynamics 365 Sales Real Time Data Source.docx
    4. Dynamics CRM
      1. Creating a Dynamics CRM Sales Bulk Data Source.docx
      2. Creating a Dynamics CRM Sales Change Data Source.docx
      3. Creating a Dynamics CRM Sales Real Time Data Source.docx
    5. Salesforce
      1. Creating a Salesforce Bulk Data Source.docx
      2. Creating a Salesforce Change Data Source.docx
      3. Creating a Salesforce Real Time Data Source.docx
    6. SQL Server
      1. Creating a SQL Server Bulk Data Source.docx
      2. Creating a SQL Server Change Data Source.docx
      3. Creating a SQL Server Realtime Source.docx
    7. File Options
      1. Setting up an FTP Server Connection
      2. Creating a Folder Data source
      3. Creating an Excel File Source
      4. Creating a Text File Source
      5. Creating an XML File Source
  4. Enter the necessary information in the respective Settings fields.

Once all the fields are populated the Target tab will become active.

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