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Import

Key Usage Scenario » Import

This section describes ConnectIT’s import functionality. Item import from a JSON file Open the import definition list. Role center -> Import -> Example Definitions. Open Ixport Definition ‘E-0006’ (‘item’). Activate the export by…

Import

Processing » Import

Import Events

Technical documentation » Events » Import Events

General Events with a ‘Handled’ parameter can be used to fully override ConnectIT code. If you set handled to ‘true’, ConnectIT will stop code execution and leave everything to the subscriber. Parameters of type ‘Variant’ contain…

Import/Export Events

Technical documentation » Events » Import/Export Events

Codeunit: “IDYC Task Scheduler” This codeunit is used for automatically importing and exporting via job queue entries. For import: The code checks if import for a definition is allowed to run again, based on last run time and recurrence settings. If import…

Example 1: Filters vs Output Conditions on DataItem

Processing » Export » Configuration » Filtering and Output Conditions » Example 1: Filters vs Output Conditions on DataItem

In the below example, on the SalesLine DataItem (array) in the definition lines either filters or output conditions were added. Output Conditions: Condition Value Value 2 == (Equals) [E0008-CUST] Selangorian Ltd. >…

Table Monitor

Processing » Import » Configuration » Table Monitor

To trigger imports based on changes in records in your database, Import Table Monitors can be setup. On the Import Table Monitor card page, select the import definition you want to be triggered. For Table No. select the table no. for the record that will be used to…

Definition Lines

Processing » Import » Configuration » Definition Lines

On the Import Definition card page, the Definition Lines can be configured. These lines are used to read the content of the import. Field Description External Property Name Type Specifies the line type. The following…

Release notes

Introduction » Release notes

Version Release date Available for 23.8.10.0 12-02-2023 BC15 and up The following improvements have been implemented: Export: Add Fields action also automatically cleans lines (with line renumbering) to make…

REST Endpoint

Processing » Export » Configuration » Methods » REST Endpoint

It is possible to set up and export definition that will serve as a GET endpoint, to be used by external systems. The external party will have to do a GET call to https://connectitapi.idyn.nl/api/WebServices/Get, using the following headers: Tenant (4) …

Filtering and Output Conditions

Processing » Export » Configuration » Filtering and Output Conditions

On definition lines, filters and output conditions can be applied. This makes it possible to decide what to show and what not to show in your output. Filterering Filters can be added on DataItem level only. They can contain constant values combined with comparison…

Intercompany

Processing » Export » Configuration » Methods » Intercompany

Available from version xx.5.0.0 The intercompany method is used to synchronize data between companies in the same BC environment. By choosing the intercompany method, the Intercompany section will be visible on the export definition page. For this method, 3…

Intercompany

Processing » Import » Configuration » Methods » Intercompany

Available from version xx.5.0.0 To allow intercompany synchronization, the import definition that receives the import also needs to be configured with method Intercompany. This allows the export process in the source company to process the export entry on an import…

Scheduling

Processing » General » Scheduling

To automatically export or import, a Job Queue Entry has to be setup. This can be configured with the help of the Setup Wizard, where you can select the job queue entries that should be created. If the job queue entries were not created during setup, these entries…

CSV

Processing » Import » Configuration » Data Formats » CSV

When Flatten Data is enabled, the following fields are available: When Flatten Data is disabled, more fields will be visible to identify which lines should be linked to the parent and child table:

Definition configuration

» Definition configuration

On the General tab, give the definition a recognizable description. Select the data format of the incoming data and select the method that will be used. Supported data formats currently are JSON, XML, CSV and Excel. Currently supported import methods are Manually, FTP,…

Configuration

Processing » Import » Configuration

On the General tab, give the definition a recognizable description. Select the data format of the incoming data and select the method that will be used. Supported data formats currently are JSON, XML, CSV and Excel. Currently supported import methods are Manually, FTP,…

Key features

Introduction » Key features

ConnectIT 365 is an extension for Microsoft Dynamics Business Central that offers the tools to create your own interfaces for communication between the Business Central ERP system and third party applications, through an extensive set of facilities for export and…

Projects

Configuration » Administration » Projects

Available from version xx.5.0.0 Projects can be used to group multiple export and import definitions together. While this can be simply done for administrative purposes, allowing easier filtering on definitions, there are some additional options that are available…

Log Entries

Processing » Import » Process » Log Entries

The Log list page shows an overview of log entries for each session ID. Each import gets a unique session ID when it is imported. In the detailed log entries on the log card page, you can see every step from start import till end of processing the imported entry. How…

Logging

Processing » General » Logging

For all actions executed by export and import definitions logging can be enabled. In the ConnectIT 365 Setup the default logging level can be specified. This default logging level is used when new definitions are created. These new definitions are automatically…

Azure Storage

Processing » Import » Configuration » Methods » Azure Storage

You can set up Azure Storage in your Azure Portal. In the portal, click the Storage Accounts button and click add. Fill out the form based on your own preferences and click Review + create. After the storage account passed validation, click Create. When the storage is…

Tasks (Flow)

Processing » Tasks (Flow)

In ConnectIT you can make Tasks. Tasks can be used for: Send e-mails (body + pdf of report in attachment) Run objects (report or codeunit) Start secondary imports based on a field value in an import definition Start imports sequentionally Overview Import …

Constant Values

Processing » Import » Configuration » Constant Values

On the Import Definition card page, the Constant Values can be configured. These lines are used to import data that is not (directly) available in the import message. Here constant values and functions can be used to set field values. Field Description…

OnBeforeImport event

Technical documentation » Events » Import Events » OnBeforeImport event

Publisher Codeunit IDYC Import Events (11148638) Description This event is raised before an import is started. Parameters Name Type Subtype Var Description Rec Record IDYC Linked Data Yes Yes…

OnAfterImport event

Technical documentation » Events » Import Events » OnAfterImport event

Publisher Codeunit IDYC Import Events (11148638) Description This event is raised after an import has finished. Parameters Name Type Subtype Var Description Rec Record IDYC Linked Data Yes Yes…

Azure Service Bus

Processing » Import » Configuration » Methods » Azure Service Bus

You can setup up your Azure Sevice Bus in your Azure Portal. In the portal click Create a resource and search for Service Bus. On the page that opens, click Create. Fill out the form as you prefer and finish by clicking Create. Once it has finished creating, click the…

Imported Records

Processing » Import » Process » Imported Records

The Imported Records list page shows a overview of all records that were created (inserted) by connectIT. The list shows the table the records was added to, the definition that was used to import the record, the record ID, System ID, external ID (as setup in the…

REST

Processing » Export » Configuration » Methods » REST

On the REST tab of the export definition, choose your authentication type and provide the credentials. Fill out the request information (URL and Content-Type) and if applicable, add information for the Request Headers. Finally, you can select an import definition that…

Alert notifications

Processing » General » Alert notifications

In both the import and export definition, you will find a tab Alerts. There are three options available, to where alerts can be sent. Alerts can be configured on both success and failure states. The first option is to use E-mail. For Business Central 20.0 and later…

Dropbox

Processing » Import » Configuration » Methods » Dropbox

To set up a Dropbox connection go to the Dropbox Dev page. Select Dropbox API and choose if you want to give the app acces to a specific folder or full Dropbox. Also provide a name for the app. On the page that opens, check the settings and then generate an acces…

REST

Processing » Import » Configuration » Methods » REST

The following REST fields are available on the import definition card: General Field Description URL Specifies the URL for the REST request. Can be used in combination with temporary values to create a dynamic request URL. …

Configuration Templates

Processing » Import » Configuration » Configuration Templates

On the General tab of the import definition you can set the Use Config. Template setting to true. This will make a new tab appear. On this Configuration Templates tab, additional setup should be done. There are two ways to use configuration templates. The first and…

General

Processing » General

This section gives information on topics that apply to both import and export.

SOAP

Processing » Import » Configuration » Methods » SOAP

To be able to use SOAP, you will first have to to import the WSDL definition for the SOAP service you are planning to use. For more information on this, go here. When the WSDL is imported proceed below: On the SOAP tab of the import definition, select the correct…

Setup wizard

Configuration » Setup wizard

After a new ConnectIT installation the quickest way to get started is by running the Setup Wizard. On the ConnectIT Manager role center under the ‘Setup & Help’ section, click ‘Wizard’. Step 1: License key Enter your license key in the License…

Configuration

Processing » Export » Configuration

On the General tab, give the definition a recognizable description. Select the data format of the outgoing data and select the method that will be used. Supported data formats currently are JSON, XML, CSV and Excel. Currently supported export methods are Manually, FTP,…

Setup

Configuration » Setup

To start using ConnectIT, you will first have to provide some information and preferences on the setup card. The easiest way to do this is to start the Setup Wizard. This wizard will configure the general setup, however it is also possible to manually configure the…

REST Endpoint

Processing » Import » Configuration » Methods » REST Endpoint

It is possible to set up and import definition that will serve as a POST, PUT and DELETE endpoint, to be used by external systems. The external party will have to do a POST, PUT or DELETE call to https://connectitapi.idyn.nl/api/WebServices/[methodhere], using the…

SOAP

Processing » Export » Configuration » Methods » SOAP

To be able to use SOAP, you will first have to to import the WSDL definition for the SOAP service you are planning to use. For more information on this, go here. When the WSDL is imported proceed below: On the SOAP tab of the export definition, select the correct…

Export

Key Usage Scenario » Export

This section describes ConnectIT’s export functionality. Item export to JSON Open the example definition list. Role center -> Export -> Example Definitions. Open Export Definition ‘E-0003’ (‘Item’). Activate the export by setting…

Functions

Processing » General » Functions

In this topic all available functions *are explained. The *FieldValue is the value before executing the function on it, while Par1, Par2 *and *Par3 are parameters that can be provided in the import/export function line. For export functions, in some cases it can be…

Definition lines

Processing » Export » Configuration » Definition lines

On the Export Definition card page, the Definition Lines can be configured. These lines are used to create the content of the export. Field Description Type Specifies the line type. The following values are available: Data…

WSDL documents

Configuration » Administration » WSDL documents

In the ConnectIT Manager role, select WSDL Documents in the Administration tab. The start importing a new WSDL file, click Process WSDL File and select your WSDL file. The selected WSDL file will now be processed by Business Central and all bindings and their…

ConnectIT Manager role

Configuration » ConnectIT Manager role

Throughout this user manual, we assume you are logged in with the ConnectIT Manager Role. On the ConnectIT Manager Role Center you will find a large set of tiles, providing you with information on for example how many active definitions there are running, if there are…

Initial Setup

Key Usage Scenario » Initial Setup

After installing the ConnectIT App, select the ConnectIT Manager role for your current user. Open the Wizard action on your role center under Setup & Help. Step 1: License key Enter the value ‘CONNECTITTESTKEY’ in the License Key field. Click…

Primary Keys

Processing » Import » Process » Primary Keys

Insert new records using OnInsert trigger In many cases the value of a primary key field can be set automatically by the code on the insert trigger of the record. For example, when inserting a Sales Header without a value for the No. field, when Run Trigger on Key…

Table monitor

Processing » Export » Configuration » Table monitor

The Export Table Monitor makes it possible to track changes in your database, and let these changes be a trigger to start an export. This will result in records in the ConnectIT Export Queue, that can be processed and will result in an Export Entry. The table monitor…

Scheduling: Advanced recurrence options

Configuration » Beta features » Scheduling: Advanced recurrence options

*Beta feature available with major release 6 (XX.6.0.0) Before this release, every export and import definition had a single schedule with similar options as the job queue entries. If multiple schedules were required (for instance to reduce impact during office…

OAuth2 authorizations

Configuration » Administration » OAuth2 authorizations

This section explains how to setup and use OAuth2. ConnectIT 365 supports 2 standard grant types: Client Credentials, Authorization Code. When using authorization code, refresh token grant will be automatically used when possible. A 3rd option Custom is also available…