Creating reference data

Create reference data by uploading a file with standard values like a list of courier vendors into webMethods.

Before you begin

  • Log in to your tenant.
  • Check if you have the developer and admin roles assigned from the Settings > Roles page.
  • Obtain the credentials to log in to the Salesforce CRM back end account.
  • Create a Salesforce CRM account in webMethods Integration. You can also create this account inline at a later stage.

About this task

In this example, create reference data by uploading a file with a list of courier vendors into webMethods Integration. Then, use this data in a flow service to import the vendors as contacts into Salesforce CRM.

Procedure

  1. Select the project where you want to create the reference data. You can also create a new project.
  2. Click Configurations > Flow service > Reference Data > Add Reference Data.
  3. Provide a name, for example, CourierVendors and an optional description for the reference data.
  4. In the Reference Data File field, click Browse file and select your file.
    You can upload a CSV or a text file with tabular data. Make sure the file size is 1 MB or less.
    Note: The first row must contain column headings. Do not leave the first row empty or include spaces in the column names. Avoid any empty column headings, as the system reads the first row as the column headers.
  5. Click Next to move to the reference data definition step.
  6. Choose the appropriate Field Separator and Text Qualifier based on your file format.
  7. From the File Encoding drop-down list, select the matching encoding option.
  8. Click Next to preview your reference data.
  9. Check the data in the preview pane to make sure it looks correct.
    If you see garbage characters, you may have selected the wrong file encoding. Go back and choose the correct encoding from the drop-down menu.
  10. Click Done to create the reference data.
    The new reference data appears in the Reference data page. The reference data also appears under the Services category in the flow services workspace.
    Note: Since reference data often varies across environments, you must reconfigure it for each specific environment. When you publish a project that includes a flow service using reference data, the reference data does not get published with the flow service. You need to manually create the reference data in the target environment. Similarly, when you export a flow service that uses reference data, the reference data is not included in the export. You must recreate it in the destination environment.