- Release notes
- Before you begin
- Getting started
- Integrations
- Working with process apps
- Working with dashboards and charts
- Working with process graphs
- Working with Discover process models and Import BPMN models
- Showing or hiding the menu
- Context information
- Export
- Filters
- Sending automation ideas to UiPath® Automation Hub
- Tags
- Due dates
- Compare
- Conformance checking
- Root cause analysis
- Simulating automation potential
- Starting a Task Mining project from Process Mining
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- Loading data
- Customizing process apps
- Publishing process apps
- App templates
- Overview of menus and dashboards
- Menu Summary
- Menu Analysis
- Menu Efficiency
- Order-to-Cash input fields
- Configuring CData Sync for Order-to-Cash
- Additional resources
Configuring CData Sync for Order-to-Cash
Next to the Upload data option to load data for an Order-to-Cash process app, you can also use CData Sync to load data from files. This page describes how to use CData Sync to set up a source connection to load data from files into a Process Mining Order-to-Cash process app.
In general, when you want to use CData Sync to load data from files, you should follow the steps as described in Loading data using CData Sync to set up data loading using CData Sync.
Since specific settings are required when loading data from files into Order-to-Cash, pay attention to the steps described below.
Select CSV as the source system to which you want to create a connection from the list, and make sure to define the settings as described in Loading Data Using CData Sync - Create a Source Connection.
Once the job is correctly setup, create a Custom Query paste the following queries (each query needs to maintain the semicolon at the end). Make sure you save all changes. See Loading Data Using CData Sync- Create a Job.
For Order-to-Cash use the following query:
REPLICATE [Accounting_documents_base_raw] SELECT * FROM [Accounting_documents_base];
REPLICATE [Deliveries_base_raw] SELECT * FROM [Deliveries_base];
REPLICATE [Delivery_items_base_raw] SELECT * FROM [Delivery_items_base];
REPLICATE [Events_base_raw] SELECT * FROM [Events_base];
REPLICATE [Invoice_cancellations_base_raw] SELECT * FROM [Invoice_cancellations_base];
REPLICATE [Invoice_items_base_raw] SELECT * FROM [Invoice_items_base];
REPLICATE [Invoices_base_raw] SELECT * FROM [Invoices_base];
REPLICATE [Payments_base_raw] SELECT * FROM [Payments_base];
REPLICATE [Sales_order_items_base_raw] SELECT * FROM [Sales_order_items_base];
REPLICATE [Sales_orders_base_raw] SELECT * FROM [Sales_orders_base]REPLICATE [Accounting_documents_base_raw] SELECT * FROM [Accounting_documents_base];
REPLICATE [Deliveries_base_raw] SELECT * FROM [Deliveries_base];
REPLICATE [Delivery_items_base_raw] SELECT * FROM [Delivery_items_base];
REPLICATE [Events_base_raw] SELECT * FROM [Events_base];
REPLICATE [Invoice_cancellations_base_raw] SELECT * FROM [Invoice_cancellations_base];
REPLICATE [Invoice_items_base_raw] SELECT * FROM [Invoice_items_base];
REPLICATE [Invoices_base_raw] SELECT * FROM [Invoices_base];
REPLICATE [Payments_base_raw] SELECT * FROM [Payments_base];
REPLICATE [Sales_order_items_base_raw] SELECT * FROM [Sales_order_items_base];
REPLICATE [Sales_orders_base_raw] SELECT * FROM [Sales_orders_base]
