+1 (888) 319-3663 | sales@smartconnect.com

Importing an Integration Process

  1. On the Options list on the left side of the window expand System and click on Import.
  2. In the Import SmartConnect Integrations and Dependencies window click Select files.
  3. In Windows Explorer navigate to and open an exported zip file.
  4. Fields to be populated for the import display on the form.
  5. Each section/field is broken down below:
  • Integration Id

  1. This field defaults with the Integration ID entered when the Integration Process was created prior to being exported.
  2. If the field is left with the default text, the Overwrite Existing Integration checkox is displayed.
    1. If the checkbox is marked, the imported integration will overwrite the existing Integration with the same Integration ID.
    2. If the checkbox is not marked, a new Integration will be created with the same ID.
  3. If the IntegrationId field is changed from the default, the Overwrite Existing Integration checkbox will be hidden, and a new Integration will be created with the new IntegrationId.
  • Integration Description

  1. This field will default with the description entered when the Integration Process was created before being exported. The field can be edited and can also be left blank.
  • Source Data

  1. The Source Type field defaults with the source type selected when creating the Integration Process prior to being exported.
  2. Use Existing Source tab – allows the user to select the data source that was chosen when the Integration Process was created.
  3. Create New Source tab – allows the user to create a new data source to be used for the import.
  • Destination Data

  1. Allows the user to select the destination connection.
  2. The connection type will be the same as the type in the imported file. For example:  if the Destination in the import file is a SalesForce connection, the list of available connections to select from will be Salesforce.
  3. The Save To File checkbox will default to the selection made for the Save Output to File checkbox on the Integration Process Target tab when the export was created.
  4. The Bulk Update checkbox will default to the selection made for the Bulk Update checkbox on the Integration Process Target tab when the export was created.
  5. Once the necessary fields have been populated, click on the Import Integration button.
  6. The user will receive a message indicating whether the import was successful.