Integrations: Difference between revisions

* Resco Cloud: Connect to another organization residing on one of the various cloud servers of Resco (including Resco Inspections, Resco Routes, etc.).

You can manage your connections to other servers from the [[Woodford#Administration_menu|'''Administration''' menu of Woodford]]: Start Woodford and select '''Integrations (Preview)''' from the menu.

# Click '''New'''.

* Based on default mapping, External Primary Key fields will be added to the schema.

As the next step, you need to map external entities to local entities and external fields to local fields.

[[File:Mapping of entity fields.png|600px]]

Administrators of the backend servers can occasionally modify the metadata, either on the local or on the external server. New entities or fields are not a problem. What can affect the integration is when a certain entity or field used in integration is removed.

* If the '''Primary Key''' field goes missing, consider setting up a new primary key.

Optionally, if you want to restrict what data to sync, consider setting up a [[sync filter]]. For each entity, you can define conditions. Only records that match the condition are synchronized. Click '''Sync Filter''' and enter a suitable condition, then click '''Save & Close'''.

[[File:Sync filter in integrations.png|600px]]

Once the mapping is done, you can start using the integration for migrating data.

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.

While importing or exporting data is basically one-and-done, synchronization is used in scenarios where you need to keep up the two environments in sync continuously.

* Save all changes and activate the process.

;Export / Import: If you have multiple similar organizations where you want to reuse an integration, you can export the entire mapping configuration to a file and then import it to a different organization.