-
Under the Integration tab click on the Target Integration tab.
- The data that populates the first five columns is determined by the option selected in the Target Lines field.
- The data in the Target Name, Technical Name, Required, and Data Type columns cannot be changed.
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Column Type
- The default type is Source Column.
- If an Additional Column is to be used for the source, the specified Column Type can be changed so that only a certain options show in the Source Name dropdown. Ie, switching the Column Type to Calculation will only show Calculation Additional Columns in the dropdown.
- The Column Type can be changed to Local Constant, and then a hardcoded value can be typed directly into the Source Name field for that line.
- Source Name – select the Source that is to be mapped to the selected target line.
- Knowledge Base
- SmartConnect
- Creating an Integration Process
- Performing the Field Mapping
Performing the Field Mapping
Published: Sep 12, 2018
-
Popdock
-
Account
- Purchasing Popdock
- Creating your Popdock Account
- Adding a Popdock user from your eOne Account
- How to Invite a User to be Added to your Popdock Account
- How to Configure Locale for your Popdock Application
- How to configure locale settings on your Popdock widget
- What are the locale URL query parameters you can use on Popdock widgets?
- Activating SmartList Builder and SmartView
-
Adding Connectors
- Adding an Acumatica Connector
- Adding an Amazon S3 Connector
- Adding an Azure Data Lake Connector
- Adding a Dynamics 365 Business Central Connector
- Adding an Azure Tables Connector
- Adding a Bit.ly Connector
- Adding a Bugsnag Connector
- Adding a Capsule CRM Connector
- Adding a Close.io Connector
- Adding a Constant Contact Connector
- Adding a Cosmos DB Connector
- Adding a Microsoft Dataverse Connector
- Adding a Drip Connector
- Adding a Dynamics 365 Finance & Operations Connector
- Adding a Dynamics 365 Sales Connector
- Adding a Dynamics GP Connector
- Adding a Dynamics NAV Connector
- Adding a Dynamics SL Connector
- Adding a Freshdesk Connector
- Adding a GitHub Connector
- Adding a HubSpot Connector
- Adding an Insightly Connector
- Adding a Magento Connector
- Adding a Mailchimp Connector
- Adding a MySQL Connector
- Adding a NetSuite Connector
- Adding an Oracle Database Connector
- Adding a Pipedrive Connector
- Adding a Popdock Connector
- Adding a PostgreSQL Connector
- Adding a PowerGP Online Connector
- Adding a QuickBooks Connector
- Adding a Salesforce Connector
- Adding a Sample Data Connector
- Adding a ShipStation Connector
- Adding a Shipping Connector
- Adding a Shopify Connector
- Adding a SmartConnect Connector
- Adding a SQL Server Connector
- Adding a Stripe connector
- Adding a Wasabi Connector
- Adding a WooCommerce Connector
- Adding a Xero Connector
- Adding a Zendesk Connector
- Adding a Zendesk Sell Connector (if registered after January 2020)
- Adding a Dynamics GP Sample Connector for Testing Popdock
- ADFS on premise
- FedEx Tracking
- API Endpoints
-
Business Central
- Installing the Popdock Extension from AppSource for Business Central
- Find the Tenant ID in Dynamics 365 Business Central
- Adding a Dynamics 365 Business Central Connector
- Configuring the Main Popdock Widget for Business Central
- Finding Your Company Information Inside Business Central
- Publishing FastTab and FactBox Widgets to your Business Central Sandbox from Popdock
- How to Create a Query Builder List
- Promoting an Extension from a Business Central Sandbox to Production
- Get your Business Central Popdock Widget ID and Widget Region
- Adding Dimensions to Your Business Central Lists
- Adding Existing Lists to Your Business Central Main Widget
- How to Embed Widgets in your Business Central FactBox Using AL Code
- How to Embed Widgets in your Business Central FastTab Using AL Code
- How to Embed Widgets on your Business Central Role Center
- Bookmarking the Main Popdock Widget on Your Business Central Home Page
- Finding Your Business Central Dependencies for Popdock Query Builder
- How To Add a Permission Set in Business Central for Users to Access Popdock
- Calculated Field
-
Connector Setup
- Installing the Popdock Extension from AppSource for Business Central
- Find the Tenant ID in Dynamics 365 Business Central
- How to Setup a Shipping Carrier Connector to Show Tracking Information
- How to Find the TCP Port Number your SQL Instance is Listening on
- Finding Your Company Information Inside Business Central
- What IP Addresses To Allow Popdock Through Your Firewall
- Changing the Name of a Connector
- How to Configure Locale for your Popdock Application
- Azure Authorization Error When Creating a Connection to Popdock
- How to Connect Popdock to your Local Database on your Computer
- How to Identify your Salesforce Edition and API Version
- Data Lake
- Edit Connector
- Favorites
- Filtering
- Gateways
- General
- Grouping
-
Lists
- Getting to know Custom Lists
- How to Create a Compare List
- How to Create a Joined List
- How to Create a Monthly Sales by Customer Matrix Report
- How to Create a Merged List
- How to Create a summarized list
- How to Create a Query Builder List
- Adding a SmartList Builder List to Popdock
- Adding Dimensions to Your Business Central Lists
- Using Export/Import to Move Custom Lists
- Finding Your Business Central Dependencies for Popdock Query Builder
- Solution for Browsers on Android Devices not Scrolling Down on your List
- Mobile
- Query Builder
- Querying Data
-
Security
- Understanding Popdock Security options for Users, Teams, and Roles
- Setting Up Password Policy and MFA in Popdock
- Understanding API Users – Applying Security to Popdock Widgets and API Calls
- Adding a User to a Team
- Creating Tokens for Users in Popdock
- Granting Security access to a Connector
- Granting Security Access to a List
- Tags
-
Widgets
- How to Create a Popdock Widget
- Configuring the Main Popdock Widget for Business Central
- How to Embed a Widget on a Dynamics 365 Finance and Operations Dashboard
- How to Embed a Popdock Widget on a HubSpot Dashboard
- How to Embed and Integrate a Popdock Widget as a Custom Tab in Salesforce
- Embedding a Popdock Widget on a Salesforce Page Custom Tab
- How to Integrate Popdock into Your Netsuite Interface Using a Portlet
- How to Embed a Popdock Widget in Dynamics 365 CE/CRM
- How to Embed a Widget On An Acumatica Dashboard
- Publishing FastTab and FactBox Widgets to your Business Central Sandbox from Popdock
- Get your Business Central Popdock Widget ID and Widget Region
- Adding Existing Lists to Your Business Central Main Widget
- How to Embed Widgets in your Business Central FactBox Using AL Code
- How to Embed Widgets in your Business Central FastTab Using AL Code
- How to Embed Widgets on your Business Central Role Center
- Bookmarking the Main Popdock Widget on Your Business Central Home Page
- What are the locale URL query parameters you can use on Popdock widgets?
-
Account
-
SmartConnect
- Adding Tasks to an Integration
- Creating an Integration Process
- Getting Started with SmartConnect.com
- Importing and Exporting Integrations
- Installing and Configuring SmartConnect 21
- Maintaining Setup Options
- Navigating the Dashboard
- Setting Up Additional Functionality
-
Working with Dynamics 365 Business Central
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Working with Dynamics 365 Finance
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Working with Dynamics 365 Sales
- Using an Activity Party
- Using an Entity Lookup
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
-
Working with Dynamics CRM
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Using a MultiList Option Lookup
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
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Working with Dynamics CRM On-Prem
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Working with Dynamics NAV
- Working with Dynamics NAV OData On-Prem
- Working with Dynamics NAV Soap On-Prem
- Working with File Options
- Working with Generic Connections
- Working with Microsoft Graph
- Working with NetSuite
- Working with Popdock
- Working with Pre-Defined Connectors
- Working with Salesforce
- Working with Slack
- Working with SQL Server
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Working with the REST Connector
- Using Error Handling
- Using Service Variables
- Using a Service Lookup
- Creating a Service Lookup
- Setting up an Integration to a REST Service
- Creating a Service Destination Definition
- Configure Data Source Paging
- Adding a Bulk Service Data Source
- Creating a Service Data Source Definition
- Configuring Exchange Token Authentication
- Configuring OAuth2 Authentication
- Adding a REST Service Connection
- Creating a REST Service Definition
- Configuring Service Entities for Data Sources
- Configuring Base Settings
- Working with Trello
- Zendesk Apps
Performing the Field Mapping
Published: Sep 12, 2018
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