Import External Data Using Trusted Agents

Note: You can import data using Trusted Agents, but you cannot link data. In additional, data imports are not bi-directional and real-time updates are not support at this time.

To import external data using Trusted Agents:

  1. Open or create a Blueprint.
  2. Select an existing Business Object or create a new Business Object.
  3. Go to Managers>External Connections.
    Trusted Agents are compatible with any connections available in CSM.
  4. Click Create New.
  5. Click Next on the Welcome page.
  6. On the Login options page, select the Use Trusted Agents checkbox, and then select one of these options:
    • Any Trusted Agent Group: Select to allow any group to handle requests for this External Connection.
    • Trusted Agent Group: Select a specific group to handle requests for this External Connection.
  7. Continue through the External Connection Wizard. For more information, see Create an External Connection.
  8. Map to a Business Object or create a new external Business Object.
    For additional information, see Map an Existing Business Object to Import External Data.
    Note: If you are using a new Business Object and you select Link to data on the Import vs Linked page, an error appears on the Data Source page because you can only Import data using Trusted Agents.
  9. Click the Database category, and then click the Import Data task.
  10. Complete the steps in the External Data Import Wizard. For additional information, see Import External Data into an External Business Object.
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