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Adding new data sources

04:27

 

 

How to add data sources to your application

We’re going to show you how to quickly and securely add data sources to business applications composed with our no code platform, Intelastel.

We’ve logged into Intelastel, and chosen our Vacancy Request Form application for this example.

The Intelastel dashboard with a custom Vacancy Request Form application selected.

 

First, let’s go to the page for the Entity that we want to import the records into. This one is going to be the Hiring Managers entity. And you can see at the moment, it’s empty:

An entity page before data is added.

 

This is the data source that I want to import data from. As you can see, it’s a Google Sheet with names and job titles of hiring managers:

In this case, we’re working with data from a Google Sheets spreadsheet.

 

So to start the integration, the first thing we do is go to the APIs & Integrations link in the Intelastel user menu – you can navigate to that by clicking on your name in the bottom-left of the screen.

Integrating your data sources

Clicking on APIs & Integrations takes you to Integromat, our partner to enable the powerful and secure addition of external data sources.

 

If you don’t have a login, just create one. If you have one already, clicking on API & Integrations will take you straight to Integromat.

In Integromat, we’re going to create a New Scenario. (We’re going to skip the Integrate Services prompt for now.)

As our data is in a Google Sheet, we’re going to search for Google Sheets, click on it, and then the specific functionality we need is to Get Range Values, so our application gets range content.

You can quickly search an extensive list of integrations.

 

We’ve already configured a connection to Google Sheets, so we’re now going to select the spreadsheet, which is named ACME Hiring Managers.

We’re going to pick the specific sheet from that spreadsheet, which will be Sheet1, and the range, which is from columns A to D, so I put it in columns A:D. We’ll also check that the table contains headers and, as it does, we’ll tick the box.

Selecting the data properties which Integromat will pull from the data source.

 

Now to check that this works correctly, we’re going to press Run once. Let’s see what happens…

After pressing Run Once, Integromat will display the data properties that are being pulled from your data source.

 

So, we can see above that we have an output, which lists what the data was from our sheet.

You’ll also see that it’s outputting the headers, so we can see that the filter headers aren’t quite working as we’d like, but we can deal with that a bit later.

What we’re now going to do is add an Intelastel module. Search for ‘Intelastel’, and select the module as before with Google Sheets.

Now we want to create values in the Entity, so we’re going to pick the CreateEntityValue module – you’ll see it’s created the connection automatically as we’ve already set up our connection to Intelastel.

Having selected our Intelastel module in Integromat, we can select how the data will be imported. In this case, it will be added to an entity field.

 

We’re going to pick the Vacancy Request Form application and choose the correct entity, which is Hiring Managers.

What we need to do is map the data to the fields in the Entity. Now, because we’ve already run the Google Sheets module, the data has been mapped across already, so it’s relatively straightforward just to pick Name, Job Title, Email Address or Phone Number, and press OK to save.

 

Mapping the data, so it’s imported into the correct fields.

 

So that’s all set up. Now, if you remember we need to filter out the headers. So, click the spanner icon between the two modules, just select the label field and name your new filter Filter out headers, for example. We’re then going to set up a rule which is:

Bundle order position: Greater than:  1

And what that means is that because the first bundle is the header information, the second bundle is then the records that we want, so by saying bundle is ‘greater than one’, it will only filter, or allow through the filter bundle 2, 3, 4 and 5, which is what we want, so it’s ready to go.

Adding a filter to ensure the header items from the spreadsheet aren’t included when the data is pulled from the spreadsheet.

We’re going to save that, and then I’m going to run. Let’s see what happens. It should run until all four records are done.

After we’ve connected our data source to our Intelastel application and mapped our data fields, we’ll press run again.

 

Let’s go back to Intelastel and check that our records have come through.

We’re going to select Hiring Managers again.

The integration has been successful, and we can see that our data has been correctly pulled into our application.

 

And there you go, your data is ready to use, and your application can be ready to use for further composition, as you need to.

So, through our partnership with Integromat, there are hundreds of applications and external data sources that you can simply and securely integrate with, enabling you to compose powerful applications that are right for your business.

Ready to get started? Head to Intelastel

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