Configuring Data Integration

Consider the following BEFORE attempting to import data:

You must have access permissions for the file you are attempting to import and for the location you are attempting to import the file from. For example, if the file is located on a shared network folder or on an FTP site, make sure that you have permissions to access the shared folder or the FTP site.
You must know the business object names and object fields in HEAT.

Within the Configuration Console, open the Integration Tools workspace. The Integration Tools setup page appears. (If the Data Import Connections page appears, click Integration Tools from the top breadcrumbs to go to the correct page.)

Data Integration Tools Setup Page

Click Start next to the integration type you want:

Importing Data. To import data from an outside source into the HEAT database, creating new records.
Run Program - Remote Host. To set up a remote connection for a run program quick action.
Exporting Data. To set up a connection from the HEAT database via FTP or shared folder, to be used for exporting records or reports.
Importing Data Using a Web Service Connection. To set up a web service connection.