what are the best practices to interface customer or vendor data into CSI from a csv or external db?
is ION API the way to go or some other options are available?
I am also seeking an answer to this need.
Regards,
Lance
DB is always fastest comparing with csv or any other file format.
Yes, ION is a option - verify ION Desk documentation - connection points...
I wanted to revive this thread as I am not clear on the ION option.
Goal: Take customer supplied data daily (1000s of lines) and import into custom tables in CSI SyteLine (Cloud).
Based on the reply by Antonio Caria, I read on ION and am not clear how the mechanism works or flows. Is anyone in the cloud drawing in data without doing the cut and paste? With the amount of data we have, cut and paste isn't feasible.
Regards,Lance
Hey @lance ,
CSI supports replicating transactional table data to the Infor OS Data Lake (part of the Data Fabric product suite). As users generate transactions (creating, updating, & deleting records), those rows of data are replicated as files to Data Lake where you're able to query it with the Compass SQL query platform.
Compass has support for RESTful APIs and a JDBC driver so you're able to directly query or ETL data from Data Lake to other systems based on your functional needs.
More details on setting up CSI replication in the documentation portal (deep link) and you can learn more about the Data Fabric by looking through the Data Fabric User Guide and Infor OS YouTube channel (Data Fabric Playlist).
Thank you Mike.
I will research your solution.
Best Regards,
Hello, Sharing ways I can think of on how to access external/on-prem data in CSI Cloud.
1) if you have control to the extenal db, you can create a dll and import it in sqlprogrammabilityassemblies and call it thru sql query or create an exe and assign it to sql job that can pull data and push to cloud. this dll/exe will invoke your CSI IDO Method (Custom Assembly) in cloud passing the values be inserted in your custom tables.
flow is like SQL Server -> exe/dll -> Mingle Authenticate token -> CSI Custom Assembly/IDO Invoke Insert Collection
2) if data is in SFTP using default port, you can create an CSI Event trigger to to run every few minutes that calls an IDO method or thru form that can pull data in CSI File Server Logical Folders then read and finally inserting to a custom table.
flow is like CSI Event Trigger/Form -> CSI IDO Custom Assembly -> CSI File Server Logical Folder.
3) If the external source have API's exposed over the internet, I think you can invoke them directly thru your formscript/Custom Assemblies.
Form/Custom Assembly -> External API
4) if you have local custom api, you can exposed the local API thru ION API. you can then call this Custom API in your CSI form or in you custom assembly in cloud.
flow is like SQLDB -> Local API ->ION API -> Form/Custom Assemblies.
or SQLDB -> populate table from CSV -> Local API -> ION API ->Form/Custom Assemblies / IDO Insert Collection.
5) I haven't tried this but will take a stab.. if you want to use FTP in mingle (this only works for local FTP on premise) You can exposed the Local FTP thru connection points and then create a dataflow. I'm thinking this dataflow you will 1) read the contents from the ftp 2) pass the content values to your CSI IDO Method thru ION API Call 3)on CSI Side, method will accept and extract and insert the files to your custom table.
you can then invoke this dataflow in CSI side... I think you can trigger this dataflow in CSI Side by firing a BODs or trigger it thru Infor ION API call Start workflow or Start Dataflow on CSI Side? or maybe this can be scheduled thru workflow or if there is something like Dataflow Schedule on Mingle Side.
Flow is like CSI Form/Custom Assembly -> Mingle Dataflow -> Dataflow Invoke CSI Method thru ION ->Custom Assembly accpet/insert to custom tables.
Amazing amount of options you have shared. Thank you.
Data is controlled by us locally. We will explore your suggestions.
Have a great weekend.
Our standard integrations start with BODs. You could publish XML sales order to the CSI inbound connector and have it processed.
I would suggest you review the Process Sales Order BOD covered in the Configuration Guide and in Inbound BOD mapping guide.
