Guides

Guides walk you step by step through concrete tasks — from building a route to day-to-day operation. Choose the task at hand.

Build a route

Create a connection — Register an external system with its address and credentials, and test the connection.
Create a route — Choose direction, type, and object type, and link the route to a connection.
Create a mapping — Map source and target fields, with transformations and empty-value handling.
Enrich data with additional data — Load values from SAP Business One that are not in the source record.
Enrich and filter the rows of a list — Load a property for every row of a list and filter the list on it.
Create a value table and use it in a mapping — Translate source values into target values and use the table in a mapping.
Import values into a value table — Take over many pairs at once from a file or the clipboard.
Filter records — Restrict which records are transferred, using data and change filters.

Set up recurring synchronization — Choose a trigger and run type and run the sync on a schedule or by event.
Set up dispatch — Route incoming documents to the right target routes using rules.

Test a route before you activate — Check source data, mapping, and dispatch along the processing chain.
Compare changes before you activate — Hold the draft against the active configuration and see what goes out.
Activate configuration changes — Review the draft, fix validation errors, and make it active.

Work through Action required — Go through the Overview's open items as a daily routine.
Track runs and clarify an operation — Follow runs and re-trigger a failed operation.
Decide a suspended cleanup — Check the held-back deletion reports and release or discard them.
Export and import configuration — Transfer configuration between environments.
Restore an earlier configuration snapshot — Step back after an activation that turns out to be wrong.
Recover after a detected database change — Resolve the "database change detected" state.
Update the database — Read the plan, run the update, and finalize it.
Pick up new fields from SAP Business One — Fetch the field structure so newly created fields appear in the field pickers.