Data Exchange Settings provides field-by-field definitions for configuration settings on the Exchange Configuration screen in SmartSimple.
Who: UTA/Module system administrators setting up Data Exchange between SmartSimple instances
Sending To Settings
Sending to Settings outlines the details of the receiving instance.
| Field | Description |
|---|---|
| Alias | The alias of the receiving instance |
| Id | An arbitrary two-digit number unique to the receiving instance |
| Description | The full company name of the receiving instance |
| Post URL | The full URL of the receiving instance, including the "http://" prefix |
| Export Workflow (optional) | The workflow executed when the package is exported |
Key Setting
Key setting is used to generate the key to be used by the receiving instance.
Export Information
Export Information is series of tabs used to determine the contact, organization, and transaction fields to be included in the transfer.
Receiving From Settings
Receiving from Settings outlines the alias, description, and workflow associated with packages received from the sending instance.
| Field | Description |
|---|---|
| Alias | The alias of the sending SmartSimple instance |
| Id | An arbitrary two-digit number unique to the sending instance |
| Description | The full company name of the sending instance, for identification purposes |
Key Settings
Key Settings stores the key generated in the sending instance and the source URL of the sending instance.
| Field | Description |
|---|---|
| Acceptance Key | A combination of the Id and Alias of the sending instance |
| Decryption Key | A key code generated by the system of the sending instance |
| Source URL | The URL of the sending instance |
Unpack Rules
Unpack rules determine whether new templates (Level 1) and types (Level 2 and Level 3) are rejected in an incoming package.
Company and People Import Settings
Company and People Import Settings specifies how attached companies and contacts are managed when received in a package.
| Setting | Description |
|---|---|
| Level 1 People | Determines whether contacts associated with Level 1 are imported into the receiving instance |
| Level 1 Contact Companies | Determines whether companies associated with contacts linked to Level 1 are imported into the receiving instance |
| Level 1 Companies | Determines whether companies associated with Level 1 are imported into the receiving instance |
| Level 2 People | Determines whether contacts associated with Level 2 are imported into the receiving instance |
| Level 2 People Companies | Determines whether companies associated with contacts linked to Level 2 are imported into the receiving instance |
| Level 3 People | Determines whether contacts associated with Level 3 are imported into the receiving instance |
| Level 3 People Companies | Determines whether companies associated with contacts linked to Level 3 are imported into the receiving instance |
| Default Company | Selects a location in the organizational hierarchy where new companies are added |
| Merge People |
Determines the behavior when merging individuals: Do not Search for Duplicate – Always New (contact is always added) Search within Default Parent Company (only the parent company is checked for duplicates) Search within Whole Organization (all companies within the instance are searched) |
| Merge Companies |
Determines the behavior when merging companies: Do not Search for Duplicate – Always New (company is always added) Search within Default Parent Company (only the parent company is checked for duplicates) Search within Whole Organization (all companies within the instance are searched) |
| Default People Role | Defines the user role associated with new individuals created in the system |
| Default Company Category | Defines the company category associated with new companies created in the system |
New Package Email Settings
New Package Email Settings establishes an email alert triggered when a new data package is received from the sender. This email is automatically generated by the system.
| Field | Description |
|---|---|
| Acknowledge Users | Email addresses of recipients or groups. Use the Lookup button to select users |
| CC | Email addresses of recipients or groups who receive a copy of the email |
| From Address | The email address from which the message is sent. If not provided, defaults to smartsimplemailer@smartsimple.com. |
| Subject | The subject line for the email alert |
| Body | The content of the email message to the recipient |
Variables may be incorporated into all fields to personalize the emails. List Syntax can be used to include multiple recipients.
New Notes Email Settings
New Notes Email Settings establishes an email alert triggered when new notes are received from the sender. This email is automatically generated by the system.
| Field | Description |
|---|---|
| Acknowledge Users | Email addresses of recipients or groups; use the Lookup button to select users |
| CC | Email addresses of recipients or groups who receive a copy of the email |
| From Address | The email address from which the message is sent. If not provided, defaults to smartsimplemailer@smartsimple.com. |
| Subject | The subject line for the email alert |
| Body | The content of the email message to the recipient |
Variables may be incorporated into all fields to personalize the emails. List Syntax can be used to include multiple recipients.
Protect Fields
Protect Fields defines the Level 1, Level 2, and Level 3 fields that are protected from being updated by incoming packages.
By default, no fields are protected, and all fields are updated based on incoming information.
By default, Level 1 fields are displayed. If Level 2 and Level 3 entities are enabled, tabs are displayed to allow access to those fields.
If Company and Contact Settings are enabled, additional tabs are displayed for protecting fields in those entities as well.