How to run integration tasks (to import and export data between apps)



Data is pushed to and pulled from third party apps through what we call integration tasks. Each integration has its own specific set of tasks related to it.

For example, an integration with an inventory app requires a task to pull stock numbers (inventory) from the app and push sales orders to app. Therefore, two tasks will exist.

Integration tasks will run automatically based on the schedule assigned to each task. The system will automatically assign an appropriate schedule to each task. To edit the default schedule assigned to a task go to Admin > Integration Tasks.

 

Integration Tasks

 

You can click on the task ID to edit it.

 

Edit Task

 

Note: We recommend using the default schedules automatically assigned by the application.

 

Manually running an integration task

Although integration tasks will run automatically on a schedule, you can run these tasks at any time. For example, if you want to urgently export all your latest sales data to your accounting app, you can run the “export sales” task.

To run an integration task manually go to Admin > Integration Tasks. You can then click on the “run task” button on the right of the task you want to run.

 

Run Task

 

Alternatively, you can select multiple tasks to run, scroll down to the bottom of the page and select With Selected > Run Selected Task.

 

Run multiple tasks

 

How long does it take a task to run?

Depending on the amount of data being transferred and the complexity of the task, it may take several minutes for a task to complete.

You can check on the progress of a task go to Import / Export > Import/Export Processes.

Here you will see a list of all pending processes. A process is complete when it it’s status is Finished.

 

Finished

 

How can I see what has been exported to or imported from my third party app?

The system logs all data that is exported to and imported from your third party apps. You can access these logs by going to Admin > Integration Export Log or Admin > Integration Import Log. What options you see would depend in the integration.

When exporting data to a third party app, the system will also store the response from the third party app in the export log. If a transaction fails, for example the third party app rejects the order you are trying to export, you will see this failure in the export log.

You can then attend to the reason for failure and re-export the related transaction. The system will also automatically try to re-export failed transactions for you at scheduled times.

 

Batching transactions

For some apps (eg: Xero and Unleashed), Neto can automatically batch multiple transactions in Neto into a single transaction for export to the third party app. We call this a “batch” of transaction.

Each batch will have a unique ID and you can drill into this ID to see a list of transactions that make up the batch.

You can run a report to see what makes up a batch by going to Admin > Integration Batch Reports.


  • Last Modified: 18/11/2016 Neto Version: 5.972