Xactly Upsert

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Overview

This Snap creates a new object or updates an existing object in Xactly Incent app. This Snap uses an account class called XactlySoapAccount, which stores the WSDL file and the credentials to connect to the Xactly server.  It also caches the Session ID that is required for subsequent CRUD operations. To perform create, do not supply any value for xobj:id field. To perform update, supply Object-ID of existing object to xobj:id field. 

xactly-upsert-overview.png

 

Prerequisites

None.

Limitations and Known Issues

None.

Support for Ultra Pipelines

Works in Ultra Task Pipelines.

Snap Views

Type

Format

Number of Views

Examples of Upstream and Downstream Snaps

Description

Type

Format

Number of Views

Examples of Upstream and Downstream Snaps

Description

Input 

Document

  • Min: 0

  • Max: 1

  • CSV Generator

  • File Reader 

The Snap has exactly one input view which contains properties to be used while performing the save operation. The name of the Xactly object to be created such as PersonWSO or BonusWSO and the property values of the object to be matched.

We recommend you to use these properties (employeeId, version, name, description, prefix, firstName, lastName, region, personalTarget, personalTargetUnitTypeId, paymentCurrencyUnitTypeId, user, isMaster) at the minimum for performing successful save operation.

The properties user, paymentCurrencyUnitTypeId and personalTargetUnitTypeId must have well-defined values as per Xactly User web page.

Output

Document

  • Min: 1

  • Max: 1

  • File Writer

This Snap has exactly one output view that contains the contains the outcome of the save operation.  Confirmation of the object's creation.

Error

Error handling is a generic way to handle errors without losing data or failing the Snap execution. You can handle the errors that the Snap might encounter while running the Pipeline by choosing one of the following options from the When errors occur list under the Views tab. The available options are:

  • Stop Pipeline Execution: Stops the current pipeline execution when the Snap encounters an error.

  • Discard Error Data and Continue: Ignores the error, discards that record, and continues with the rest of the records.

  • Route Error Data to Error View: Routes the error data to an error view without stopping the Snap execution.

Learn more about Error handling in Pipelines.

Snap Settings

  • Asterisk (*): Indicates a mandatory field.

  • Suggestion icon (): Indicates a list that is dynamically populated based on the configuration.

  • Expression icon (): Indicates whether the value is an expression (if enabled) or a static value (if disabled). Learn more about Using Expressions in SnapLogic.

  • Add icon (): Indicates that you can add fields in the field set.

  • Remove icon (): Indicates that you can remove fields from the field set.

Field

Field Type

Description

Label*

 

Default Value: Xactly Upsert
Example: Xactly Upsert

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.



Xactly object

 

Default Value: PersonWSO
Example: CustomerWSO

Dropdown list

Choose the type of object to be saved. Once defined, the input view will provide the schema of the object so that field values can be defined for the save request.

 

 

Default Value: Execute only
Example: Validate & Execute

Dropdown list

Troubleshooting

Snap Pack History