Step by step guide to creating an integration from start to finish
Whether your just getting started with Lumino or just need a refresher course, below is a step by step guide of what you need to do in order to create an integration, as well as the optional steps you may need to take to personalize it for your needs.
Each step title contains a link to open a walkthrough for that step. We will begin by creating a scheduled or manually triggered integration using a base Data Map (no modifications needed), following up with the additional steps you can take to customize your integration further If needed. This walkthrough assumes you have already completed the Installing and Setting up Lumino walkthrough.
Step 1: Add a Customer to Lumino
We will begin with adding a customer to the platform. This first step is only applicable if you have a Partner or ISV contract and are using the platform for your customers.
Step 2: Add Data Sync Schedules (Optional)
The next step is only necessary if you want the integration or specific data sets you create to run on a schedule. If you want to manually trigger the integration or data sets you can skip this step.
Step 3: Add Connectors
The first step in creating your integration is entering the information necessary to connect to the systems so Lumino can extract the data sets to transfer.
Step 4: Add an Integration
Now you will use the integration wizard to select the connectors you previously made, select the data sets that you wish to transfer, any filters available, archive period for your transferred data, average manual entry time, and schedules that you made in step 2.
Step 5: Create Default Field Values (Optional)
If there are certain fields in your data sets you would like to set or replace it with a specific value you can do so utilizing the Default Field Values Module.
Step 6: Create Cross Reference Configurations (Optional)
If there are certain fields in your data sets where if a certain value is found you would like to replace it with a different value, you can do so utilizing the Cross Reference Configurations Module. This Module is where you will create the tables for use in the Cross Reference Assignments Module below.
Step 7: Create Cross Reference Assignments (Optional)
If you have created any cross reference lists you can apply them as needed using the Cross Reference Assignments Module throughout your integrations.
Step 8: Create Data Rules (Optional)
If you need to transform, manipulate, or set conditions when a field meets certain criteria you can do so by creating a Data Rule. You can choose where the rule executes (At the start, In the data map, or At the end) of an integration based on your need whether it's sending an email, applying a formula to your data, or manipulating text fields.
Step 9: Create Custom Fields (Optional)
If your system has custom fields, either currently or in the future, that you wish to include in the integration, you can create a custom schema using the custom fields module. This allows you to create a Custom Data Map in step 10 to link these fields across your systems.
Step 10: Create Custom Data Maps (Optional)
If you have unique fields or want to connect fields that are different from the base map between your systems, you have the option to create a customized data map.
Step 11: Create additional Users (Optional)
If you would like to have additional users to oversee the Lumino Platform you can do so in this module.