Jobs
Odd issues with customer integrating with Creatio regarding Creatio Connect Creation connector randomly timing out on certain days
Creatio R&D got involved and found it had to do with the cloud instance going into sleep mode when not used for some time. They have a system that can ping instances to keep them awake, and this has been put in place. Note that you have to request ...
Cross-reference (Xref)
Creatio Connect has built-in methods for maintaining relationships between different systems. Put simply, you will be storing an ID from your Origin, and the new corresponding ID from your destination for the record. For example, if you are migrating ...
How to Chain Jobs
Select the next job you want to run when the currently selected job is finished. This works with scheduled jobs and the chain jobs checkbox on the run job tab. This is useful if you are building an integration or migration and want to chain together ...
Configuring the Origin and Destination
Configuring the Origin The Origin is the data SOURCE that will be used in a job. You can choose from SQL, XML, OLE DB, ODBC, or SOAP. To get to the origin tab first select the project, then a job and finally select the origin tab. For MS SQL database ...
Creating a New Stage
Creating a Stage Under the mappings tab there is a bar titled stages. At the very end of the stages bar (on the right of the screen) there is a button with a + and what looks like a bulleted list, click this button and the New Creatio Connect Stage ...
Run Job Options
Definitions/explanations of the different options for when you wish to run a job. Option Name Description Begin at Row Begin at Row/Leave blank to start at the first row. End at Row End at Row/Leave blank to process through to the end of all rows. ...
Previewing Jobs
Before running a job for the first time, you can check to make sure all your formulas and translations are working correctly by stepping through each row on the Preview tab. No data will be modified in your destination system, and you may click Log ...
Monitoring Jobs
Monitoring Jobs Steps Snapshot Go to the Job that you want to monitor. If the job is part of a Job Chain, go to the first job in the job chain. Note: Only the first Job along the Job Chain needs to be configured with the notification information. All ...
Queued Stages
Queued Stages are a useful feature for aggregating data or supplying "structured" data. Often systems will expect to have data bundled up and submitted all at once. A good example of this is how many ERP systems expect Sales Orders to be submitted. ...
Setup integration update frequency (schedules)
Setup integration update frequency (schedules) While in Creatio Connect Designer, navigate to the Projects tab Select the “HubSpot & Creation Integration” Project Select the Jobs Tab Select the “Select the HS Contact -to- CRM Contact” job Select ...
Writing to a local CSV from the Creatio Connect Cloud
Even though more and more services are moving to cloud-based solutions, often times we still need to interface to on-premises software using CSV files. To do this using the Creatio Connect iPaaS system, you'll need to set up a Creatio Connect Ray. A ...