Simplifying Data Import with the Synchronize Remote Record Module in Integrator
Synchronize remote recordIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module. modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. is a special kind of module in Integrator, which is used for easier work when importing data into Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow!.
Its purpose is mainly to create and update recordsIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module. in Boost.space. It is available for every Boost.space application.
How the module works and how to map it
For this module it is necessary to map the target spaceIn Boost.space, a space is a subunit within a module that helps organize and categorize data, ensuring clarity even with large volumes. For example, within the Contacts module, you might have spaces like "Client Database" or "Supplier Database." Access to each space is restricted to users who have created it or have been granted access. where the data should be uploaded. Fill in all required (bold) fields and in the last row Remote ID and Remote Application.
When data is sent by this module, a decision action occurs on the backend in Boost.space. On the basis of the filled remote ID and the remote application it checks the existence of the record in Boost.space
- If such a record with Remote ID does not exit, it creates a completely new record and pairs a new Remote ID to it.
- If such a Remote ID record exists, it updates the record.
The record update can be combined with the internal Boost.space functionalities Key column and Data Consolidation.
If you encounter any problems during this process, please do not hesitate to contact us at [email protected].