Knowledge base

Don’t just unlock the doors to data management success. Kick them down.

Tired of scratching your head over your data management questions? Whether you’re a noob or a pro, find all the answers you need and more, with our collection of articles, tutorials, and FAQs. Discover the secrets to mastering eOne’s app data management services and unlock your business’s true potential.

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Explore SmartConnect

SmartConnect Documentation

New to SmartConnect? All your product documentation on account setup, adding your connections, data integration, file integration, and cloud app integration are here.

SmartConnect Help Articles

Access how-to’s and best practices for using SmartConnect as a part of your solutions.

Get Started with SmartConnect

Learn about the fundamentals and first steps for successfully setting up your SmartConnect account and building integration solutions.

Popular articles

Connecting to Dynamics 365 Business Central using an OAuth Token Learn more

Moving SmartConnect 21 to a new server Learn more

Welcome to SmartConnect Documentation Learn more

Most recent articles

Setting up a Zendesk Connector Learn more

Setting up a ShipStation Connector Learn more

Using Error Handling Learn more

Explore Popdock

Popdock Documentation

New to Popdock? All your product setup, adding your connectors, virtual integration setup, data lake management, migration, self-service reporting, and custom list documentation are here.

Popdock Help Articles

Access how-to’s and best practices for using Popdock as a part of your solutions.

Get Started with Popdock

Learn about the fundamentals and first steps for successfully setting up your Popdock account and creating solutions.

Popular articles

Setting up the Dynamics GP Data Gateway for Popdock Learn more

How to Create a Query Builder List Learn more

Installing the Popdock Extension from AppSource for Business Central Learn more

Most recent articles

Setting up the Microsoft SQL Server Data Gateway for Popdock Learn more

Setting up the Dynamics GP Data Gateway for Popdock Learn more

Adding a Zendesk Sell Connector (if registered after January 2020) Learn more

Explore iPaaS Docs

How to create a Popdock widget

Publishing FastTab and FactBox Widgets to your Dynamics 365 Business Central Sandbox from Popdock

How to Embed a Popdock Widget in Dynamics 365 CE/CRM

How to Integrate Popdock into Your Netsuite Interface Using a Portlet

How to Embed a Widget on An Acumatica Dashboard

Embedding a Popdock Widget on a Salesforce Page Custom Tab

How to Embed a Popdock Widget on a HubSpot Dashboard

Creating an Integration Process

Defining an Integration Source

Defining an Integration Target

Performing Field Mappings

Using a Calculation to Transform Data

Creating an Excel Source

Setting up an FTP Server Connection

Creating an Excel Folder Data Source

Creating an XML Folder Data Source

Creating a Text Folder Data Source

Using Microsoft SharePoint as a Data Source

Using Microsoft OneDrive as a Data Source

Using Microsoft Outlook as a Data Source

Microsoft Excel Add-in Download & Documentation

How to create a Popdock widget

Filter Types

How to add Filters to your List

Adding Columns to your List

How to Embed a Popdock Widget in Dynamics 365 CE/CRM

How to Integrate Popdock into your NetSuite Interface Using a Portlet

How to Embed a Widget on An Acumatica Dashboard

Embedding a Popdock Widget on a Salesforce Page Custom Tab

How to Embed a Popdock Widget on a HubSpot Dashboard

Adding Favorites

Getting to Know Custom Lists

How to Create a Joined List

How to Create a Summarized List

How to Create a Merged List

How to Create a Compare List

Filter Types

How to Add Filter to your List

Adding Favorites

Sharing Favorites with a Team or Other Users

Add Columns to your List

How to add Grouping to your Lists

How to Create a Calculated Field

Filtering on Dates

Removing Columns

How to + Download: The Data Lake Upload Tool for Microsoft Dynamics GP

How to + Download: The Data Lake Upload Tool for Microsoft Dynamics NAV

How to + Download: The Data Lake Upload Tool for Dynamics SL

How to + Download: The Data Lake Upload Tool for Microsoft SQL

How to Connect to your Azure Data Lake

Adding your Azure Data Lake Connector

Adding an Amazon S3 Connector

The Popdock Data Lake Upload Tool for Archiving your On-Premise Data

Explore Docs by Ecosystem

Extender

Access docs and templates to help you add new fields, windows, and logic to Dynamics GP.

View docs u0026amp; downloads

View help articles

Flexicoder

Access docs for how-to on recoding and automating GL Distributions.

View docs u0026amp; downloads

View help articles

NodeBuilder

Access docs to help you build custom eConnect nodes for integrations.

View docs u0026amp; downloads

View help articles

SmartList Builder

Access docs and templates to help you build custom SmartLists bringing together your Dynamics GP data.

View docs u0026amp; downloads

View help articles

SmartPost

Access docs for how-to on automating the posting of Dynamics GP batches.

View docs u0026amp; downloads

View help articles

SmartView

Access docs for how-to on reporting and interacting with SmartLists in your local environment.

View docs u0026amp; downloads

View help articles

The Query Builder

Access the how-to’s for joining Dynamics 365 Business Central data and creating optimized API queries.

Popdock for Dynamics 365 Business Central

Learn how you can embed the full Popdock app in Dynamics 365 Business Central

View on Appsource

Embed Popdock widgets on FactTabs and Factboxes

Access docs to help you embed relevant external data with a no-code setup.

Add your D365 Business Central Connection in Popdock

Get started with building your Dynamics 365 Business Central lists and reports by adding the connector.

Add your D365 Business Central Connection in SmartConnect

Get started with building your Dynamics 365 Business Central integrations by adding the connection.

Change Tracking for Dynamics 365 Business Central

Access docs for using change tracking and only new data generated in your next Dynamics 365 Business Central Integration.

View on Appsource

Add your Dynamics 365 Finance Connector in Popdock

Get started with building your Dynamics 365 Finance & Operations lists and reports by adding the connector.

Embed External Data In Dynamics 365 Finance with Popdock Widgets

Learn how you can embed any data using Popdock widgets with parameters in Dynamics 365 Finance & Operations

Build Dynamics 365 Finance integrations in SmartConnect

Get started with building your Dynamics 365 Finance integrations by adding the connection, creating data sources, and exploring data transformations.

Add your Dynamics 365 Connection in Popdock

Get started with building your Dynamics 365 lists and reports by adding the connector.

Embed External Data in Dynamics 365 with Popdock Widgets

Learn how you can embed any data using Popdock widgets with parameters in Dynamics 365.

Build Dynamics 365 Integrations using SmartConnect

Get started with building your Dynamics 365 integrations by adding the connection, creating data sources and exploring data transformations.

Popdock for Microsoft Teams

See the steps to access the app and embed Popdock reports to access real-time in Microsoft Teams.

View in AppSource

Popdock Add-in for Microsoft Excel

Access the Popdock App for Microsoft Excel and refresh live data and Popdock reports into Excel with your formatting.

View on Appsource

SmartConnect Add-in for Microsoft Excel

Access the download and docs for the SmartConnect Add-in for Excel, so you can initiate and run integrations from Excel.

Working with Microsoft Graph Integration in SmartConnect

Access the how-to for setting up your Microsoft Graph connection, creating Microsoft Teams tasks and using Microsoft SharePoint, OneDrive, and Outlook as data sources.

Dynamics 365 Connector for Zendesk

Access docs in the how-to install tab and configure your two-way integration between Zendesk and Dynamics 365.

View on Zendesk’s Marketplace

Salesforce Connector for Zendesk

Access docs in the how-to install tab and configure your two-way integration between Zendesk and Salesforce.

View on Zendesk’s marketplace

Popdock Connector for Zendesk

Access docs to help you embed relevant external data with a no-code setup in Zendesk.

View on Zendesk’s marketplace

Get started with Zendesk integration using SmartConnect

Access the how-to for setting up your Zendesk connection to start building your Zendesk integrations.

Add your Salesforce Connection in Popdock

Get started with building your Salesforce lists and reports by adding the connector.

Embed External Data in Salesforce with Popdock Widgets

Learn how you can embed any data using Popdock widgets with parameters in Salesforce.

Salesforce Connector for Zendesk

Access docs in the how-to install tab and configure your two-way integration between Zendesk and Salesforce.

View on Zendesk’s Marketplace

Build Salesforce integrations in SmartConnect

Get started with building your Salesforce integrations by adding the connection, creating data sources and exploring data transformations.

Add your Oracle NetSuite Connection in Popdock

Get started with building your Salesforce lists and reports by adding the connector.

Embed External Data as a Portlet in Oracle NetSuite with Popdock Widgets

Learn how you can embed any data using Popdock widgets with parameters in Oracle NetSuite.

Build Oracle NetSuite integrations in SmartConnect

Get started with building your NetSuite integrations by adding the connection, creating data sources and exploring data transformations.

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