Contents
Prerequisites
Configure general settings
Configure export sync definitions
Prerequisites
Installed sync service at the client's site. See Sync Service Installation.
Names of all the fields/scope of data the client wants Matics to export.
If exporting to a destination folder in the client's network, the path to that location.
If exporting to an Amazon S3 bucket, the client's system admin will need to provide you with credentials for authenticating as well as the folder name in that bucket in which the exported data are to be placed.
If exporting to the client's database, the system admin will need to provide you with that database's connection details.
Configure general settings
Go to Data Sync > Auto Sync > General configuration. The service's general configuration is divided to a number of sections, these are the sections relevant to exporting data:
General Settings are required settings that define which client site the data sync is for, the Matics user that will be tied to data-sync activity, and the intervals between applying the most current sync service settings.
Export Data settings are specific to the export flow. You must enable exporting data for export to be active. Then you select the export method: through flat files, table views or exporting the data to an Amazon S3 bucket at the client' site.
If using files for exporting data, you'll need choose the file type (.txt, .csv, .xml), the export interval, and the custom delimiter that will be used to separate values in text and CSV files. If the export method is file, you'll need to enter the export destination and if the client has an Priority-based ERP system you'd select the date converter check box.Export DB settings need to be configured only if you are using the table view export method.
Export - Client AWS settings need to be configured only if you are using the Amazon S3 export method.
Configure the relevant fields in each of these sections as applicable.
Detailed descriptions of each field are available in the Auto Sync - General Configuration article.Save changes.
Configure export sync definitions
This is where you specify the exact tables and fields from which the data is exported and the export start date.
Go to Data Sync > Auto Sync > Export sync definitions.
Set for which table views and from which date the data should be retrieved for export.
There are additional export configurations that you can apply there. See Auto Sync - Export Sync Definitions for more information on each of the sync export definitions.Save changes.