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**Delete Before Publishing**

  • Always use title casing for Heading formats 1 and 2.

  • Always use active voice.

  • Do not use "Please" anywhere in the document.

  • Screenshots

    • Always use the New Form UI.

    • Be optically similar. Max size corresponding gridline to 1000 px size, as in the style guide.

    • Do not capture Snap borders when showing configurations in the Examples section. You can add a border in the editor here.

    • See Image Style Guide for details.

  • Examples must always use first-person plural references. You can use the second-person if needed depending upon the example's content.

In this article

Table of Contents
minLevel1
maxLevel2absoluteUrltrue3

Overview

You can use this Snap to ...

Prerequisites

...

update a data object in the Exact Online instance.

...

Prerequisites

A valid OAuth 2.0 account that supports Exact Online instance, with the

...

appropriate access permissions.

...

NoneSee Exact Online OAuth 2.0 Account.

Support for Ultra Pipelines

 

Works

...

in Ultra Pipelines

...

...

Does not support Ultra Pipelines

Limitations

None.

Limitations and Known Issues

None.

Snap

...

Input/Output

...

Views

View Type

View Format

Number of Views

Examples of Upstream and Downstream Snaps

Description

Input 

Document

Binary

Binary or Document

  • Min: 1

  • Max: 1

  • Mapper Snap

  • Copy Snap

  • ..

  • Requires the EDI data and internal ID as a JSON document
    • JSON Parser

    Each input document contains data that must be updated and written into the Exact Online Update on-premise instance for the selected entity.

    Output

    Document

    Binary

    Binary or
    • Min: 0

    • Max: 1

    • Mapper Snap

    • Copy Snap

    • JSON Formatter

    Each document contains the response of the update operation.

    Error

    Document

    • Min: 1

    • Max:

    • ..

    • ..

    The EDI transaction ID and order confirmation.

    Snap Settings

    ...

    data{"features":["title","icon","rounded","collapsible","border"],"title":"Documenting Fields Based On Data Type/UI Element","titleColor":"#000000","titleColorBG":"#ff5c30","titleSize":"14","titleBold":true,"titleItalic":false,"titleUnderline":false,"lozenge":"Hot stuff","lozengeColor":"#172B4D","lozengeColorBG":"#fff0b3","height":200,"panelPadding":12,"panelColor":"#172B4D","panelColorBG":"#FFFFFF","borderColor":"#ff5c30","borderRadius":3,"borderStyle":"solid","borderWidth":1,"icon":"editor/info","iconPrimary":"#FFFFFF","iconSecondary":"#0052CC","newMacro":false}

    **Delete Before Publishing**

    Choose from the following sentences to document specific field types.

    Drop-down lists/Option Buttons (radio buttons):

    You must list the LoV and describe them if their meaning isn't apparent. In this case, format the LoV in italics, regular font for the LoV's description. In either case, list the LoVs as a bullet list.

    ...

    <State what the should do in this field>. The available options are: <bullet list of LoVs>
    Specify the Salesforce API to be used. The available options are:...

    ...

    • 1

    N/A

    The error view contains error, reason, resolution and stack trace. For more information, see Handling Errors with an Error Pipeline.

    Snap Settings

    Field names marked with an asterisk ( * ) are mandatory.

    Field Name

    Field Type

    Description

    Label*

    String

    Specify the name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your Pipeline.

    Default Value: N/A
    Example: Exact Online Update

    Version*

    String

    Specify the version of the Exact Online API.

    Default Value: v1
    Example: v1

    Division*

    String/Expression/Suggestion

    Specify an unique ID of the Exact Online Division. The Exact Online REST API resource URIs require a Division parameter. This parameter identifies the division that is accessed. The specific division can be found by calling /api/v1/current/Me. For example: /api/v1/current/Me?$select=CurrentDivision

    Default Value: N/A
    Example: 1234567

    API object*

    String/Expression/Suggestion

    Select the API that you want to access in the Exact Online instance. This drop-down list contains supported services available for the Exact Online instance.

    Default Value: N/A
    Example: CRM

    Endpoint*

    String/Expression/Suggestion

    Select an Exact Online Endpoints to be specified and connected for each of the API objects.

    Default Value: N/A
    Example: Accounts

    ID

    String/Expression/Suggestion

    Specify a unique Exact Online identifier (GUID) of the record to be updated.

    Default Value: N/A
    Example: a8ecb3d6-6632-11eb-ae93-0242ac130002

    Connection details

    Use this section of Snap Settings to specify the connectivity parameters: timeout, retry count and retry interval.  This field set comprises the following fields:

    • Connection timeout

    • Maximum request attempts

    • Retry Interval

    Connection timeout*

    Integer

    Enter, in seconds, the duration for which Snap must try to establish a connection with the Exact Online instance. If the connection cannot be established within this duration, the Snap times out writes the event to the log and waits until the specified Retry Interval before attempting to reconnect.

    Default Value: 300
    Example: 120

    Maximum request attempts*

    Integer

    Specify the maximum number of reconnection attempts that the Snap must perform, in case of connection failure or timeout.

    Default Value: 0
    Example: 5

    Retry Interval*

    Integer

    Specify the duration for which the Snap must wait between two reconnection attempts until the number of retries is reached.

    Default Value: 0
    Example:10

    Snap Execution

    Dropdown list

    Select one of the three modes in which the Snap executes. Available options are:

    • Validate & Execute: Performs limited execution of the Snap, and generates a data preview during Pipeline validation. Subsequently,

    ...

    • performs full execution of the Snap (unlimited records) during Pipeline runtime.

    ...

    • Execute only

    ...

    • : Performs full execution of the Snap during Pipeline

    ...

    • execution without generating preview data.

    ...

    • Disabled: Disables the Snap and all Snaps that are downstream from it.

    ...

    Check boxes:

    • If selected, <Snap behavior>.
      If selected, an empty file is written when the incoming document has no data.

    • If selected, <behavior>. If not selected/Otherwise, <behavior>
      Use "If not selected" if the first sentence is long.
      If selected, the Snap uses the file path value as is. Otherwise, the Snap uses the file path value in the URL.
      If selected, an empty file is written when the incoming document has empty data. If there is no incoming document at the input view of the Snap, no file is written regardless of the value of the property.

    • Select to <action>
      Use this if the behavior is binary. Either this or that, where the converse behavior is apparent/obvious.
      Select to execute the Pipeline during validation.

    Text Fields

    • Describe what the user shall specify in this field. Additional details, as applicable, in a separate sentence. Include caveats such as the field being conditionally mandatory, limitations, etc.
      Enter the name for new account.
      Specify the account ID to use to log in to the endpoint.
      Required if IAM Role is selected.
      Do not use this field if you are using batch processing.

    Numeric Text Fields

    • Describe what the field represents/contains. Additional details, as applicable, in a separate sentence. Include caveats such as the field being conditionally mandatory, limitations, etc. Include special values that impact the field's behavior as a bullet list.
      The number of records in a batch.
      The number of seconds for which you want the Snap to wait between retries.
      The number of seconds for which the Snap waits between retries.
      Use the following special values:
      * 0: Disables batching.
      * 1: Includes all documents in a single request.

    Notes in field descriptions

    • Confluence’s new editor does not allow nesting of most macros inside another macro, especially the Note/Alert/Warning/Info (Panel) macros inside a table macro and Excerpt macros inside Expand or Panel Macro+ macros. So, as a workaround use the Footnotes approach as mentioned below:

      • Assign numbers at the Note locations in the form of follow through phrases like See Note 2 below this table. or such.

      • Add your Notes---an appropriate Note/Alert/Warning/Info (Panel) macro---immediately below the macro (for example, Table macro) beginning the content with the corresponding number assigned.

    Note

    Field names marked with an asterisk ( * ) are mandatory.

    ...

    Field Name

    ...

    Field Dependency

    ...

    Description

    Default Value

    Example

    ...

    Label*

    ...

    None.

    ...

    The name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your Pipeline.

    Default ValueELT Database Account
    ExampleELT RS Account

    ...

    Field set

    Specify advanced parameters that you want to include in the request.

    This field set consists of the following fields:

    • Field 1

    • Field 2

    • Field 3

    ...

    Field 1*

    ...

    Debug mode check box is not selected.

    ...

    Field 2

    ...

    None.

    Troubleshooting

    ...

    Error

    ...

    Reason

    ...

    Resolution

    ...

    Account validation failed.

    ...

    The Pipeline ended before the batch could complete execution due to a connection error.

    ...

    Verify that the Refresh token field is configured to handle the inputs properly. If you are not sure when the input data is available, configure this field as zero to keep the connection always open.

    Examples

    Excluding Fields from the Input Data Stream

    We can exclude the unrequired fields from the input data stream by omitting them in the Input schema field set. This example demonstrates how we can use the <Snap Name> to achieve this result:

    <screenshot of Pipeline/Snap and description>

    Download this Pipeline. 

    Downloads

    ...

    Default Value: Execute only
    Example: Validate & Execute 

    Troubleshooting

    Error

    Reason

    Resolution

    API object is not existing.

    The entered API object is not found for the Exact Online API.

    Search and select an API object from the dropdown list.

    The endpoint is not existing.

    The entered Endpoint is not found for the selected API object in the server.

    Search and select the Endpoint from the dropdown list.

    Additional Information

    Here is some information to assist you while using the Exact Online Update Snap.

    Snap General Behavior

    The Exact Online Update Snap supports the following:

    • PUT operation to Update data in the Exact Online instance.

    • Displays only the update-compatible input parameter set from the upstream input Snap.

    • Dynamic loading of API metadata with a Parent-child dependency structure. This means that you can:

      • Select an API object from the API Object field to view only entities that are related to the API object and support PUT queries (update operations).

      • And then, select an entity to view and specify values for only update-compatible parameters for input schema.

    Input schema

    The input schema for Exact Online Update Snap: 

    • Use the Payload schema for Exact Online Update Snap to define the input payload for an API call. This dynamically loads and represents all the parameters that you need for creating the data object (payload). 

      • If the upstream Snap can display the entire input schema like Mapper Snap, always select the Payload object in the schema to define your input payload in that Snap.

      • If your input payload is a JSON object, ensure that the text Payload is included as the key in the parent of your input.

    Schema settings

    Parameter Name

    Data Type

    Description

    Default Value

    Example 

    Payload

    Object

    Specify the input data parameters for the selected entities.

    N/A

    N/A

    Example

    Updating account details from Exact Online Instance CRM service

    This Pipeline example demonstrates how to update account details in the Exact Online instance CRM service. This example assumes that you have configured and authorized a valid Exact Online Account. See Configuring Exact Online Account.

    ...

    We configure the Exact Online Update Snap with the following settings to retrieve Accounts data from the Exact Online instance CRM service it accesses.

    • API objectCRM

    • EndpointAccounts

    ...

    After successful validation, we can view the following output showing the query results in the Snap’s preview 

    ...

    We connect the JSON Formatter Snap to the upstream Snap to read and format the output data into standard JSON format. Next, we connect the File Writer Snap to the JSON Formatter Snap to write the JSON data into a file.

    ...

    To view the output JSON file, you must SSH to the target directory and open the newly-created JSON file. The preview of the output JSON file can be seen below:

    ...

    Download this Pipeline.

    Downloads

    Info

    Important Steps to Successfully Reuse Pipelines

    1. Download and import the Pipeline into SnapLogic.

    2. Configure Snap accounts as applicable.

    3. Provide Pipeline parameters as applicable.

    Attachments
    patterns*.slp, *.zip

    ...

    Snap Pack History

    ...

    Expand

    Insert excerpt

    ...

    Exact Online Snap Pack

    ...

    Exact Online Snap Pack

    See Also

    • Endpoint Doc Link 1

    • Endpoint Doc Link 2

    • Endpoint Doc Link 3

    https://docs-snaplogic.atlassian.net/wiki/spaces/SD/pages/1439233/Glossary

    ...

    nameExact Online Snap Pack History
    nopaneltrue

    ...

    Related Content

    ...

    ...