Data Sources

Data Sources

The Data Sources Function enables you to utilize any data source compatible with your web service credentials.

Be sure that you test the Data Source-based APIs in Test before you use them in Production

1. PCN - This is the Credential Selector; it sets the target URL and Credentials to be used for the Web Service calls.
2. Setup Type - This is a selection between using one data source at a time or optionally using them as a routine with more than one data source setup to run in sequence.
3. Target Environment - This is the selection between Test and Production.

PCN Selected

1. Data Source Selection - The data sources that appear in this list are enabled for the credential and have been synced

Data Source Selected

1. Template - this generates the upload file from the Data Source Registration Page.
2. Load - This allows you to select an Upload file to load into the application.

Template Selected

1. Template Tab - This tab shows you the upload accepted values to send to a data source.
2. Data Type - This is the type of data for the upload column.
3. Required - These are the known required inputs. (Not all inputs accurately show if they are needed)
4. Nullable - These are the known columns that can be null. If they are nullable, they can be deleted from the upload file.
5. Download - This downloads the Excel file upload template.

Excel File

It is a direct reflection of the template preview.

• You can add columns that do not exist in the upload.
• The upload completely ignores these. If you are taking notes in the file as a best practice, start the column name wth a lower case 'z'
• Formulas work, and you can have additional tabs in the file.
• The tab to upload must match :"Upload Template"

Running the Upload

1. Select Load - and your upload file.

Sending Options

1. Input Data Tab - This tab displays the data loaded from the Excel File to be sent to Plex.
2. Test Send - This sends the top record to test

Sending The Whole Input File

1. You must select an environment to send a file
2. Production Requires a (Are You Sure Prompt)
3. Send - this sends the full input.

Cancelling

1. Cancel - This will cancel the send-in process. You will still be able to download the rows sent to Plex.

Results

1. Results Tab - This shows the results of the send to Plex.
2. Download - This will download the send result to Plex

The results will show the inputs, outputs, rows, and errors related to the send