Learn about SoftExpert Data integration
Welcome!
SoftExpert Data integration centralizes and simplifies access to SoftExpert Suite's integration features.
The component gathers several resources that allow for managing datasets, data sources, and their respective credentials; additionally, it makes it possible to schedule and track data imports and monitoring user synchronizations.
It is worth highlighting that SoftExpert Data integration is available only to users with Manager license.
Do you want to learn more? Watch the video to have an overview of the component:
What are its characteristics?
When accessing the component, you will see it is divided into the following menus:
| Dataset management | Menu used to create the system's datasets. |
| Data source management | Menu used to create data sources and their respective credentials. |
| Spreadsheet import and integration | Menu used to perform and monitor data imports via DIINTERFACE spreadsheet. |
| Users synchronization | Menu from which it is possible to track users synchronizations in the system. |
Shall we start?
By following the categories below, it is possible to access the system's integration features through SoftExpert integration.
The first category covers the configurations of the datasets:
The second category shows how to configure data sources and their credentials and how to view the history of the data sources:
The third category includes the actions needed to import data via DIINTERFACE spreadsheets, schedule imports, and fixing import errors:
And the fourth category shows how to track users synchronizations in the system:
