SmartSimple Data Targets

Overview

DataBlend Supports the following data targets for creating and modifying records in SmartSimple.

Report
Company
User
System Variables
UTA Level 1
UTA Level 2
UTA Level 3
UTA Level Transaction

Configuration

Setting	Required/ Optional	Description
Type	Required	SmartSimple
Query	Required	Select the query that will generate the data for this target. See the relevant target type documentation for additional details on what query columns are required for your target.
Query Mode	Required	Choose New unless you have a reason for choosing Latest or Specific.
Credential	Required	Select a SmartSimple Credential from the list.
SmartSimple Data Target Type	Required	Select Add or Update Data from the pre-populated drop-down menu.
Record Type	Required	Choose the SmartSimple collector type from the drop-down menu.
API Token	Required	Select the API Token associated with the desired record type. Each API Token is unique to the record type.

Advanced

History Retention

History Retention (Days) allows users to decide how long they want the information from their data targets to be stored. This field is optional.

Timeout (seconds)

The Timeout section allows users to determine if they would like to timeout collections taking longer than a set number of seconds to collect data.

Skip If No Records Found

The “Skip if No Records Found” button is used to eliminate sending information to Data Targets unnecessarily. Simply enable the “Skip if No Records Found” toggle. The use of this toggle is optional.

Agent

The Agent drop-down for users to select any agent they have established. This is optional.

Run As

Run As allows users to select from a drop-down list of users to run the Workflow. This is optional. Please note that Run As is only available to Admin users. If a user is set as the Run As and then demoted to a Member, the user which demoted the Run As user will instead be set as the Run As.