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    Data Source - Next SFA
    • 07 Dec 2022
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    Contents

    Data Source - Next SFA

    • Updated on 07 Dec 2022
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    Article Summary

    Note

    This is a machine-translated version of the original Japanese article.
    Please understand that some of the information contained on this page may be inaccurate.

    summary

    This is the help page for settings to transfer from Next SFA.

    Supported Protocols

    • Data Transfer
      ・Using Next SFA's API

    Setting items

    STEP1 Basic settings

    Itemnamerequireddefault
    		valuecontent
    Next SFA Connection InformationYes-From the connection information registered in advance, select the one that has the necessary permissions for this transfer setting.
    Please refer to the separate page for how to set the connection information.
    typeYes-Decide what data you want to transfer.
    You can choose from companies, corporate representatives, orders, deals, sales, and approaches.
    Updated onNo-Data created or updated after the date specified here is transferred.
    The format is "YYYY-MM-DD".
    You can also set custom variables to specify the time period.
    Enabled FlagYesTRUE
    Order DateNo-You can specify this when you select Sales Order under Type.
    You transfer data that has an order date in the period specified here.
    The format is "YYYY-MM-DD".
    You can also set custom variables to specify the time period.
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