Run Integrations

Run, set parameter values, and monitor the status of integration runs or integration sets; schedule integrations or integration sets; download cross-reference tables; resubmit failed integrations to Transaction Assistant.

Integration Hub exchanges and maps data between applications in a cloud-computing environment. It supports multiple tenants and requires no installation of additional software, hardware, or network infrastructure. You can run integrations on-demand or scheduled.

  1. Select the integration. Do one of the following:
    • Run an integration when you are alerted to do so:
      1. Click Tap Notifications . The number on the button indicates the number of active notifications.
      2. In Categories, select Integrations.
      3. Select the integration.
    • Run an integration at any time:
      1. Click Tap Main Menu Maintenance > Integrations.
      2. Click Tap Run an Integration .
      3. Select the integration from the list. Click Tap Select.
      4. (Optional) Enter a unique Integration Run Name to make it easier to identify the run of the integration. Otherwise, you use the default name which ends with a date and time stamp.
  2. Set parameters Select or enter any parameters or files that are required. Integrations have different required and optional parameters or links to external files.
  3. Run the integration
    1. Select the following:
      • Run Integration : If this is the first time this integration is being run.
      • Re-Run: If this integration has been run before, and the status is not In-Progress, you can run the integration again without entering the parameter values again. Click Tap Yes to continue, or No to not run the integration and to return to the parameter settings.
    2. Wait for the confirmation that the integration completed or failed. Close the panel.
    3. Click Tap Refresh .
    4. Check the status indicators:
      • In-Progress: The run of this integration has not yet completed.
      • Completed: The integration ran successfully without errors.
      • Scheduled: This integration is scheduled to run later or repeatedly.
      • (Grayed out) Scheduled but Deleted: This integration is scheduled to run, but the integration template has been deleted. When it runs, it will trigger an error. To prevent this error, delete the scheduled integration run.
      • Completed with Errors: The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
      • Failed: The integration run has errors or could not run.

      • To see details, select the integration. Select Run Summary.

        • To troubleshoot all types of errors, or if the Run Summary shows a large number of errors, click tap Go to Additional Details if available, or click tap the Source File to open and examine the input source file.
        • (Only for import integrations) To troubleshoot and resubmit integrations that have transactional or data errors, click tap Go to Transaction Assistant. See the Resubmit Failed Integrations topic.
    5. (Optional) You can do the following:
      • Update the monitor view. Click Tap Refresh .
      • Respond to alerts. Click Tap Notifications . The number on the button indicates the number of active alerts.
      • Change the time period. Click Tap Select Time Frame or the arrows or .
        Note: To show all scheduled integrations and integration sets - including ones that are not enabled - that have been created in the system since it was configured, select Beginning of Time. Then, you can filter the integrations.
      • Change the monitor view. Do one of the following:
        • Click Tap Grid View — Shows the integration runs and details in a table. To change the sort order, click tap a header. To edit a scheduled integration run, double-click the scheduled run.
        • Click Tap List View — Shows the integration runs in a series of tiles or slats. Each tile displays the name of the run, the type of integration, the date of the run, and details for one integration run.
      • Filter the integrations. Click Tap Integrations to Manage and either:
        • Past Integration Runs(default) to show integration runs that are in-progress, completed, or failed.
        • Scheduled Integration Requests to show only scheduled integration runs.

      • Sort or filter the list of integrations. Click Tap Refine .

        In the Refine slider, you can Sort or Filter the integration runs. To retrieve integrations from the past four days, you can filter by the Name alone. For older runs, you must filter with the Start Date and End Date. You can also sort or filter by Type, Request Schedule(for scheduled integrations), Process Name, Status, Schedule Status(for scheduled integrations), and User which is the person who ran the integration.

Related topics

How to run specific integrations.