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InterAction® Administrator Answer Center

Creating and Editing Data Sources

  • Updated

You can create as many data sources as you need. Normally, you create a separate data source for each external system or data conversion.

You set the options for a data source in the New/Edit Data Source dialog box.

Options Available in a Company or Person Data Set

Option Name Description
Name

The name is for your own reference. It displays in the main view.

Use a name that makes sense to you. Since you may have multiple data sources, choose names that are easily identifiable.

The example shown below has three data sources (Accounting System, HR System, and InterAction Conversion).
Description The description is primarily used for your own reference. It describes the purpose of the data source. It also displays in the Application Collaboration main view.
Editor

This is the InterAction user that displays as the creator and editor of any information imported by Application Collaboration.

You can select any active or inactive InterAction Administrator User as the data source editor. However, to easily identify the data once it is in InterAction, create an inactive user specifically for this purpose. Using an inactive user also does not use an InterAction license.

For details, see Setting the Data Source Editor.

Create a Data Source

  1. Choose the New/Edit Data Source toolbar button ().

    You can also choose Data Source > New or right-click in the console list and choose New from the shortcut menu.

  2. In the New Data Source dialog box, enter the Name and Description for the data source.

  3. From the Editor list, select the InterAction user to use as the editor for this data source.

    For more information, see Setting the Data Source Editor.

  4. Choose OK.

Edit a Data Source

  1. In the main view, select the data source, then choose Data Source > Edit.

    Alternatively, you can choose the New/Edit Data Source toolbar button or right-click the data source and choose Edit.

  2. Change the fields as needed, then choose OK.

Delete a Data Source

Deleting a data source breaks the connection between the external system and the data in InterAction. It essentially converts the data in InterAction to native InterAction data.

Deleting the data source does not delete any contact data within InterAction.

  1. In the main view, select the data source, then choose Data Source > Delete.

    Alternatively, you can right-click the data source and choose Delete.

  2. When prompted, confirm the delete by choosing OK.