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SFTP to Microsoft Dynamics 365 CRM
Publisher
: Lingk
Run In Lingk
Description
This recipe reads data from SFTP and writes to MS Dynamics 365 oData APIs. To use this recipe, enter your Dynamics crendentials inline in the recipe and and configure an SFTP connector in your environment
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# _____ _ _____ __ # | __ \ (_) |_ _| / _| # | |__) |___ ___ _ _ __ ___ | | _ __ | |_ ___ # | _ // _ \/ __| | '_ \ / _ \ | | | '_ \| _/ _ \ # | | \ \ __/ (__| | |_) | __/ _| |_| | | | || (_) | # |_| \_\___|\___|_| .__/ \___| |_____|_| |_|_| \___/ # | | # |_| # # Project Name - SFTP TO MICROSOFT DYNAMICS 365 CRM # Recipe URL - https://app.lingk.io/a/10932/tf/17563 # Description - This recipe reads data from SFTP and writes to MS Dynamics 365 oData APIs # To use this recipe, enter your Dynamics crendentials inline in the recipe and and configure an SFTP connector in your environment # Industry - Higher Ed # Business Process - Graduate Reporting # Systems - SFTP, Microsoft Dynamics # Connectors - SFTP, Microsoft Dynamics # Data Flows - Single Direction # Connection Type - SFTP to API # Data Models #1. Accounts # Add Recipe notes / Change log information here! # _____ _ # / ____| | | # | | ___ _ __ _ __ ___ ___| |_ ___ _ __ ___ # | | / _ \| '_ \| '_ \ / _ \/ __| __/ _ \| '__/ __| # | |___| (_) | | | | | | | __/ (__| || (_) | | \__ \ # \_____\___/|_| |_|_| |_|\___|\___|\__\___/|_| |___/ # # CONNECTORS specify what data will be pulled into the in-memory database during processing connectors: # Configure SFTP credentials in your Environment before running this recipe # SFTP Setup - https://help.lingk.io/en/articles/296-sftp-setup-guide ###### Start - SFTP Reader connectors ###### - name: courseReader type: sftpReader format: csv properties: path: [fullfilepath] ###### End - SFTP Reader connectors ###### ###### Start - Microsoft CRM Writer connectors ###### - name: Writer1 type: MicrosoftCrmWriter properties: clientId : "[clientId]" clientSecret: "[clientSecret]" tenantName: "[yourtenantname]" rootUrl: "https://[yourdomain].crm.dynamics.com" path: "/api/data/v8.0/accounts" ###### End - Microsoft CRM Writer connectors ###### # ______ _ # | ____| | | # | |__ ___ _ __ _ __ ___ __ _| |_ ___ # | __/ _ \| '__| '_ ` _ \ / _` | __/ __| # | | | (_) | | | | | | | | (_| | |_\__ \ # |_| \___/|_| |_| |_| |_|\__,_|\__|___/ # Configures the format of the file written to SFTP readFormats: - name: csv type: delimited properties: quoteAllFields: true delimiter: ',' header: true # _____ _ _ _ # / ____| | | | | | # | (___ | |_ __ _| |_ ___ _ __ ___ ___ _ __ | |_ ___ # \___ \| __/ _` | __/ _ \ '_ ` _ \ / _ \ '_ \| __/ __| # ____) | || (_| | || __/ | | | | | __/ | | | |_\__ \ # |_____/ \__\__,_|\__\___|_| |_| |_|\___|_| |_|\__|___/ # STATEMENTS specify how the data should be processed while in memory statements: #******************************************************************** D I S C L A I M E R *********************************************************************************************** # * # Note that in an effort to keep recipes optimized for DPH (Data Processing Hours), print statements should be commented out after development has concluded for a recipe. * # For more information on DPH optimization, please visit the following help article - https://help.lingk.io/en/articles/212-minimizing-data-processing-hours-on-the-lingk-platform * # * #******************************************************************** D I S C L A I M E R *********************************************************************************************** # you can add transformations and joins to other data here # you will want to transform each record into a value that aligns with MS-CRM Dynamics data structures - statement:| (courses) => SELECT accountName as name FROM courseReader #- statement: print courses - statement: INSERT courses INTO Writer1 # Add more statements to convert, join, aggregrate, transform, and integrate your data
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