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# Click '''New'''. | # Click '''New'''. | ||
# Name your integration and select which connector to use. | # Name your integration and select which connector to use. | ||
# Depending on the selected connector, enter the necessary connection details.<br>[[File:Create a new integration.png]] | # Depending on the selected connector, enter the necessary connection details.<br>[[File:Create a new integration.png|alt=Edit integration connection window]] | ||
# Click '''Save'''. | # Click '''Save'''. | ||
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You can repeat these steps for additional external entities as needed. | You can repeat these steps for additional external entities as needed. | ||
[[File:Mapping of entity fields.png|600px]] | [[File:Mapping of entity fields.png|alt=Map metadata: Mapping of entity fields|600px]] | ||
=== Clean up metadata === | === Clean up metadata === | ||
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Optionally, you might want to restrict what data to sync. For each entity, you can define a separate set of conditions for upload and download. Only records that match the condition are synchronized. Click '''Download Filter''' or '''Upload Filter''' and enter a suitable condition, then click '''Save & Close'''. | Optionally, you might want to restrict what data to sync. For each entity, you can define a separate set of conditions for upload and download. Only records that match the condition are synchronized. Click '''Download Filter''' or '''Upload Filter''' and enter a suitable condition, then click '''Save & Close'''. | ||
[[File:Sync filter in integrations.png|600px]] | [[File:Sync filter in integrations.png|alt=Sync filter in integrations|600px]] | ||
== Import/export data == | == Import/export data == | ||
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{{Note|Preview does not respect the selected primary key.}} | {{Note|Preview does not respect the selected primary key.}} | ||
[[File:Import data preview.png|600px]] | [[File:Import data preview.png|alt=Import/export data: Import data preview|600px]] | ||
Sample migration result: <code>RESULTS: ALL (15) : IMPORTED (13); UPDATED (2); FAILED (0).</code> In this case, 13 records were imported (created), 2 records were updated, no records failed. | Sample migration result: <code>RESULTS: ALL (15) : IMPORTED (13); UPDATED (2); FAILED (0).</code> In this case, 13 records were imported (created), 2 records were updated, no records failed. | ||
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* Start the [[Admin Console]]. | * Start the [[Admin Console]]. | ||
* Select '''Processes Center > Processes''' from the menu. | * Select '''Processes Center > Processes''' from the menu. | ||
* Click '''New''' to create a new process.<br>[[File:Nightly sync job.png|350px]] | * Click '''New''' to create a new process.<br>[[File:Nightly sync job.png|alt=Synchronize data: Nightly sync job|350px]] | ||
* Save all changes and activate the process. | * Save all changes and activate the process. | ||
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* If you're using multi-factor authentication, follow the instructions in the connection log: Go to <code><nowiki>https://microsoft.com/devicelogin</nowiki></code> and enter the provided code. | * If you're using multi-factor authentication, follow the instructions in the connection log: Go to <code><nowiki>https://microsoft.com/devicelogin</nowiki></code> and enter the provided code. | ||
* Field mapping - a general guideline: Pay special attention when mapping fields. The system will attempt to suggest a matching field (based on name), however, it's not foolproof. Consider this example of the Primary Contact ID field on the Account entity: rather than the string field use the unique identifier field. | * Field mapping - a general guideline: Pay special attention when mapping fields. The system will attempt to suggest a matching field (based on name), however, it's not foolproof. Consider this example of the Primary Contact ID field on the Account entity: rather than the string field use the unique identifier field. | ||
: [[File:Primary contact mapping.png|600px]] | : [[File:Primary contact mapping.png|alt=Dynamics: Primary contact mapping|600px]] | ||
== Technical information == | == Technical information == | ||