Defining a New Export/Import Step

Export/Import steps are used to run functions in an end-system after exporting data to the end-system. The data that results from the function run is returned to the Schema table.

 

This step includes the abilities of both the export and import steps, but they are combined in a specific order so that the user obtains a specific set of data. The export part of this step is flexible and allows not only to export new data but also to add new data to the existing data or perform other actions based on pre-defined criteria. Similarly, the import part of this step, allows you not only to import new data but also to add new data to currently existing data or to perform other actions. 

 

Follow the instructions in the section To Create a New Step and then continue below.

 

Warning: Associate specific Schema fields to the target database fields.

 

The Export/Import Step page has the following fields:

A New Export|Import Step Page

The first six fields are described in this section introduction.  Follow the instructions in the To Create a New Step section and then continue below. . The following table describes the remaining fields.

Field/Button	Description	Comment
Connection	Select the endpoint system. Press Open for your reference, or if modifications or any changes are required in the pre-defined connection.	Make sure that the Connection you select can be used as a data target. See  Managing Connections .
Function	Select a function to perform from the drop-down list.	The list of available function names appears only after selecting the Update, Delete or Upsert action.   because it depends on the target application.
Action	Select one of the available options:  If you selected Update/Delete or Upsert two additional fields will be added to the page: Schema Column and Source Column. These fields associate a specific field in the source system to a specific field in the Schema.  The rows from the source system will Update/Delete or Upsert rows in the Schema based on this association.	The available options are: Insert: Insert new data into the target entity. Update: Update data already in the target. Delete: Delete data from the entity in the target system. Upsert: Depending on the key- either update or insert data.
Schema Column	Select the Schema Column to be associated with the selected Source Column.	The field content only appears after selecting the Connection.
Source Key	The target application field that matches the selected Schema Column.	The field content only appears after selecting the Connection.

 

To Define a New Export/Import Step:

Follow steps 1-9 in the introduction to this section.

10. Click Stop Interface Execution if the Query Failed to enable this option (optional).
11. Select a Connection from the list. This is the target application (that will receive the data).

Warning: If you you can't find the necessary Connection in the list, go to your Connection and make sure the Is Active, Is Source and Is Target checkboxes are enabled. 

12. Select an Action from the list.

• Insert: Follow steps 12 and then skip to step 16
• Update/Delete/Upsert: Continue and complete all the steps.

13. Select a Function from the list.
14. Select a Schema Column from the list.
15. Select a Source Key from the list.
16. Click Save & Close to close the Export/Import Step and end the session or сlick Save & New to save and close the current Export/Import Step and begin a new session.

You have generated a new Export/Import step. At the same time, three subfolders have been generated:

To complete the Export/Import Step definition, a user has to map the Schema columns to the source/target systems, in order to export and import the relevant data. 

 

Follow the instructions in the sections on Export Mapping  and Import Mapping  to complete the definition of this step.