Configure the Common Folks Import Integration

(Non-compulsory)

An information map interprets a knowledge construction from the supply format to the vacation spot format. Examples: Map “PersonID” within the supply to “Individual ID” within the vacation spot or “LastName” to “Final Title”.

Every integration pack has a default information map. Enhancing of the default map is restricted to including fields, altering mappings, or inserting features. Any modifications override the earlier values. If the predefined fields don’t suite your necessities, use the default map as a information whenever you create your customized information map.

Necessities

  • All fields require the Timekeeping license.
  • Every of the templates should outline document disqualification and exclusion standards.

Customise information transformation

  1. Choose Knowledge Maps.
  2. From the Knowledge Maps dropdown listing, choose one of many following:

    • Default map: PeopleImport_A_FlatFileProfile

      Knowledge map: Import Folks Data from flat file

      • Required fields are outlined within the API and are indicated within the desk.
      • Efficient relationship is outlined within the API. If efficient dates aren’t offered, the dates default to as we speak.
      • Date fields use YYYY-MM-DD format.
    • Customized map: PeopleImport_B_CustomFlatFileProfile

      The _EnableCustomMapping course of property should be set to true. The supply is empty and prepared so that you can add and map fields.

    • The opposite information maps are variations for prolonged information maps. The corresponding _ProcessExtendedDataMap course of properties should be enabled.
  3. Choose to develop or to break down ranges.

    To develop all ranges, right-click the inexperienced bins icon . Choose Increase All.

    The traces present the hyperlinks between fields within the supply (left facet), any intermediate features, and the vacation spot (proper facet).

  4. (Non-compulsory)

    Warning: The default mappings are developed and examined primarily based on finest practices. If you happen to make modifications, you might get sudden outcomes. Modify and check fastidiously.

    • Change mappings — While you customise a default information map, you may add fields solely to the tip of the map.

      You possibly can choose and drag to vary the hyperlinks between the supply (left column), perform (center column), and vacation spot (proper column) objects. A single supply subject can hyperlink to a number of vacation spot fields, however a vacation spot subject can hyperlink to just one supply subject.

    • Rework the info — A map can embody intermediate features that rework the info. Examples: Carry out mathematical calculations on the values or get values from a cross-reference desk.

      Be aware: To override a subject — for instance since you can not delete it from a default map — insert a perform that has a null output.

      1. In Perform, click on faucet the plus button so as to add an intermediate perform.
      2. From Class, choose a class of features:

        String — Trim, add to, concatenate, change, take away, cut up, or change the case of textual content.

        Warning: Don’t use particular characters resembling angle brackets (< or >) in information in cross-reference tables, information maps, and enter recordsdata. These characters could make the mixing fail.

        Numeric — Carry out mathematical calculations on the info.

        Date — Change the format or get the present date.

        Lookup — Get information from a cross-reference desk (CRT), doc cache, SQL question, or outline a key-value change.

        Connector — Name a worth from a connector to an software or information supply.

        Customized Scripting — Rework information by means of Groovy or JavaScript code.

        Properties — Get or set course of or doc properties.

      3. Choose the perform from the listing within the chosen class.
      4. Click on Faucet OK.
      5. If prompted in Configure Defaults, enter the related values. Choose a Caching. Click on Faucet OK.
      6. Choose and drag from a supply subject to an enter of the perform.
      7. Choose and drag from the output of the perform to a vacation spot subject.
      8. Repeat so as to add one other perform.
  5. While you end, click on faucet OK.

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