The Integration Portal is the interface through which you can configure data transfer to and from from other applications. The Integration Portal can be accessed by clicking the Menu item on the Navigation Bar on the left side of the screen.
Data is imported into Staging Entities. A staging entity is a table with the specific purpose of holding data that has been imported before it is moved to the configuration, or production tables. Each entity that has integration capability has a corresponding staging entity. For most types of data, the staging entities have the same name as production entities, with the prefix In. For example, the Broker table has an equivalent staging entity called InBroker, and the Customer table has an equivalent staging entity called InCustomer.
A full list of InFiles can be found in the data dictionary.
Inbound or outbound data files can populate the staging entities in several ways: they can be dropped into an SFTP location, dropped manually through the user interface, or sent through an API call. As the staging tables are populated, the data is validated to ensure that required fields are populated and that data fields are the correct format.
When the staging table is populated and validated, the data is posted. The posting process pushes clean data from staging entities into corresponding production entities, where additional validation is performed to ensure data integrity.
The File Sweep process can be set to automatically transfer the data into the application from the SFTP server, or invoked from an API call outside the system.
