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It was quite a journey
to get my integrated first aid-ready to hit the ground running, hence I will share a full step-by-step guide that goes through every step that you need to take to get your (first) integration up and running with Integration Center.
In this guide, I will be setting up an integration called Everbridge with Integration Center to go through all steps and considerations that are to be expected whilst setting an outbound integration from SuccessFactors to another system. This integration will leverage personal, phone, and email-related data and will show how to overcome the challenges when you are working with such data.
Setting up an outbound integration
Essentially how you set up your integration
depends on the business needs and what the target system requires. A Cloud Architect could help you a lot here, but with some guidelines and an example of an outbound integration I hope to make this clear.
Choose your type and integration format
Although the source is always SuccessFactors for an outbound integration, the system you wish to integrate with commonly dictates the allowed trigger, destination, and format for your integration, hence it’s always important to check this upfront. If you have multiple options, the easiest approach would be picking CSV as an option (although integration allows you to change the extension to .dat or .txt instead) that is sent to an SFTP server, but different options become available as visible below dependent on what you select. When you, for instance, wish to create an inbound integration, you choose Trigger Type Scheduled and Source Type SFTP and thereby the destination type is automatically set to SuccessFactors and this will cause all format options to be grayed out apart from None selected and CSV.
An outbound integration based on the above settings will be taken as an example in the next steps. There was a shortcut to this after you have pressed “Create”, but the example below assists better in showing what options you are actually taking. This integration will schedule a CSV file from SuccessFactors to an SFTP server with a CSV format (and after selecting this you need to press the Create button).
Pick the entity within Integration Center
You need the full picture of the required fields (so please make sure that this is provided upfront, preferably with an example of the data). As the sample integration required personal, phone, and email-related data and one row per employee, including future employees, I chose the User entity and pressed Select.