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Introduction

The connector package is a zip file containing configuration files related to Cutsom Custom Connectors. These configuration files has have their own specific formatformats. The intent of this document is to describe the contents of connector package and format document describes the content of Connector Package and the formats of the configuration files to be placed in package zip.

Content of Connector Package

The connector package zip contains below files:

• Image file for Connector.
• XML and JSON Layouts for Trigger and Action entities.
• Triggers And Actions Text file.
• Lookup configuration file.

Follow the below steps to create Connector packagePackage.

1. Identify the Entities for Connector

   1. Refer the Connector documentation

      to

      to know about

      what

      the entities

      are

      available in it. For example, for

      an

      a CRM App the entities can be Lead, Contact, or Customer etc.

   2. Make a list of entities and endpoints that you want to integrate with.

   3. Make a list of attributes (fields) for each entity.

2. Create XML and JSON Layout

   Files

   files for each entity

   .

   1. For

      Each

      each entity 

      1. Create EntityResponse.xml file and EntityResponse.json file.

      2. Create EntityRequest.xml file and EntityRequest.json file.

          For example

         :

         , for entity Lead create

         file

         LeadResponse.xml and LeadRequest.

         xml

         xml files. 

      3. Edit the above created xml and JSON files in Text editor.

      4. Paste the below sample XML in xml file.

         Code Block

         Entity Layout Expand source

         language xml title Entity Layout collapse true

         <Root> </Root>

         
         

      5. Add the entity name as a tag in this xml file. For exmaple example, for Entity entity Lead see below xml.

         Code Block
         language xml title Entity Layout

         <Root>
    <leads>
    </leads>
</Root>

         collapse true

         <Root>     <leads>     </leads> </Root>

         
         

      6. Enter the attributes of this entity as individual elements in this the xml, and save this the file.
         Entity Layout Expand source

         Code Block
         language xml title Entity Layout collapse true
         <Root>     <leads>         <id/>         <first_name/>         <last_name/>         <created_at/>     </leads> </Root>

         
         

      7. Paste below json into JSON file.

         Code Block
         language js title Entity Layout

          Expand source

         collapse true

         {     "fieldName": "Root",     "expanded": true,     "leaf": false,     "children": [] }

         
         

      8. Add the entity name as a children in this json file. For exmaple example, for Entity entity Lead see below json.

         Code Block
         language js title Entity Layout

          Expand source

         collapse true

         {     "fieldName": "Root",     "expanded": true,     "leaf": false,     "children": [{         "fieldName": "leads",         "expanded": true,         "isAttribute": false,         "leaf": false,         "value": "\n\t",         "children": []     }] }

         
         

      9. Enter the attributes of this entity as individual elements in this json file, and save this the file.

         Code Block
         language js title Entity Layout

          Expand source
      Now we should have below files ready (if we have 3 entities Lead, Contact and Customer )

      1. collapse true

         {     "fieldName": "Root",     "expanded": true,     "leaf": false,     "children": [{         "fieldName": "leads",         "expanded": true,         "isAttribute": false,         "leaf": false,         "value": "\n\t",         "children": [{             "fieldName": "id",             "expanded": true,             "isAttribute": false,             "leaf": true         },         {             "fieldName": "first_name",             "expanded": true,             "isAttribute": false,             "leaf": true         },         {             "fieldName": "last_name",             "expanded": true,             "isAttribute": false,             "leaf": true         },         {             "fieldName": "created_at",             "expanded": true,             "isAttribute": false,             "leaf": true         }]     }] }

         
         

   2. Considering Lead, Contact, and Customer as three Entities, you would have created the below files: 

      1. LeadResponse.xml

      2. LeadRequest.xml

      3. ContactResponse.xml

      4. ContactRequest.xml

      5. CustomerResponse.xml

      6. CustomerRequest.xml

      7. LeadResponse.json

      8. LeadRequest.json

      9. ContactResponse.json

      10. ContactRequest.json

      11. CustomerResponse.json

      12. CustomerRequest.json

3. Create Triggers and Actions

   File.

   file

   1. Create a new Text file named triggersAndActions.txt and edit it in

      Text

      text editor.

   2. Paste the below JSON data in this text file. This JSON data is sample data having no Triggers and actions Actions in it.

      Code Block
      language js title Triggers and Actions JSON

       Expand source

      collapse true

      {     // Triggers List     "triggers": [],         // Actions List     "actions": [],         // URL mapping for Each Trigger and Action     "urlMap": {},         // Method mapping for each trigger and Action     "methodMap": {} }

      
      

   3. For each entity identified in Step 1, create a Trigger object as shown below. The below JSON shows Trigger object for Entity "Lead".

      Code Block
      language js title Trigger collapse true
      {     // The name visible to user on GUI while selecting Trigger

       Expand source

      for this Connector     "displayName" : "New Lead",       "entityName": "Lead",       // A unique value for this Trigger.     "value": "newLead",       "description": "Triggers when a new Lead is added to your account.",       // Name of the xml file containing the fields of this entity     "xmlLayoutPath": "LeadResponse.xml",         // Name of the json file containing the fields of this entity     "jsonLayoutPath": "LeadResponse.json",       // The date field you want to specify to fetch incremental data for this entity.     "field": "created_at" }

      
      

   4. Add the Trigger Object to triggers field in triggersAndActions.txt. By adding a trigger the file would look like as similar to the one shown below.

      Code Block
      language js title Triggers and Actions JSON

       Expand source

      collapse true

      {     // Triggers List     "triggers": [         {             "displayName" : "New Lead",             "entityName": "Lead",             "value": "newLead",             "description": "Triggers when a new Lead is added to your account.",             "xmlLayoutPath": "LeadResponse.xml",             "jsonLayoutPath": "LeadResponse.json",             "field": "created_at"         } ],         // Actions List     "actions": [],         // URL mapping for Each Trigger and Action     "urlMap": {},         // Method mapping for each trigger and Action     "methodMap": {} }

      
      

   5. Create New Trigger objects for each Entity entity and add to triggers field. Below JSON shows triggersAndActions.txt file with two Triggers.

      Code Block
      language js title Triggers and Actions JSON

       Expand source

      collapse true

      {     // Triggers List     "triggers": [         {             "displayName" : "New Lead",             "entityName": "Lead",             "value": "newLead",             "description": "Triggers when a new Lead is added to your account.",             "xmlLayoutPath": "LeadResponse.xml",             "jsonLayoutPath": "LeadResponse.json",             "field": "created_at"         },         {             "displayName" : "New Contact",             "entityName": "Contact",             "value": "newContact",             "description": "Triggers when a new Contact is added to your account.",             "xmlLayoutPath": "ContactResponse.xml",             "jsonLayoutPath": "ContactResponse.json",             "field": "created_at"         } ],         // Actions List     "actions": [],         // URL mapping for Each Trigger and Action     "urlMap": {},         // Method mapping for each trigger and Action     "methodMap": {} }

      
      

   6. For each entity identified in Step 1, create a an Action object as shown below. The below JSON shows Action object for Entity entity "Lead"

      Code Block
      language js title Triggers and Actions JSON

       Expand source

      collapse true

      {         // The name visible to user on GUI while selecting Trigger for this Connector         "displayName" : "Create Lead",         "entityName": "Lead",            // A unique value for this Trigger.         "value": "createLead",         "description": "Creates a new Lead to your account.",         // Name of the xml file containing the fields of this entity         "xmlLayoutPath": "LeadResponse.xml",             // Name of the json file containing the fields of this entity         "jsonLayoutPath": "LeadResponse.json",     }

      
      

   7. Add the Action Object to actions field in triggersAndActions.txt. By After adding a the action, the file would look like as similar to the one shown below.

      Code Block
      language js title Triggers and Actions JSON

       Expand source

      collapse true

      {     // Triggers List     "triggers": [         {             "displayName" : "New Lead",             "entityName": "Lead",             "value": "newLead",             "description": "Triggers when a new Lead is added to your account.",             "xmlLayoutPath": "LeadResponse.xml",             "jsonLayoutPath": "LeadResponse.json",             "field": "created_at"         },         {             "displayName" : "New Contact",             "entityName": "Contact",             "value": "newContact",             "description": "Triggers when a new Contact is added to your account.",             "xmlLayoutPath": "ContactResponse.xml",             "jsonLayoutPath": "ContactResponse.json",             "field": "created_at"         } ],         // Actions List     "actions": [         {             "displayName" : "Create Lead",             "entityName": "Lead",             "value": "createLead",             "description": "Creates a new Lead in your account",             "xmlLayoutPath": "LeadRequest.xml",             "jsonLayoutPath": "LeadRequest.json",         }     ],         // URL mapping for Each Trigger and Action     "urlMap": {},         // Method mapping for each trigger and Action     "methodMap": {} }

      
      

   8. Create New Action objects for each Entity and add to actions field. Below JSON shows triggersAndActions.txt file with two actions.

      Code Block
      language js title Triggers and Actions JSON

       Expand source

      collapse true

      {     // Triggers List     "triggers": [         {             "displayName" : "New Lead",             "entityName": "Lead",             "value": "newLead",             "description": "Triggers when a new Lead is added to your account.",             "xmlLayoutPath": "LeadResponse.xml",             "jsonLayoutPath": "LeadResponse.json",             "field": "created_at"         },         {             "displayName" : "New Contact",             "entityName": "Contact",             "value": "newContact",             "description": "Triggers when a new Contact is added to your account.",             "xmlLayoutPath": "ContactResponse.xml",             "jsonLayoutPath": "ContactResponse.json",             "field": "created_at"         }     ],         // Actions List     "actions": [         {             "displayName" : "Create Lead",             "entityName": "Lead",             "value": "createLead",             "description": "Creates a new Lead in your account",             "xmlLayoutPath": "LeadRequest.xml",             "jsonLayoutPath": "LeadRequest.json",         },         {             "displayName" : "Create Contact",             "entityName": "Contact",             "value": "createContact",             "description": "Creates a new Contact in your account",             "xmlLayoutPath": "ContactRequest.xml",             "jsonLayoutPath": "ContactRequest.json",         }     ],         // URL mapping for Each Trigger and Action     "urlMap": {},         // Method mapping for each trigger and Action     "methodMap": {} }

      
      

   9. Add URL for each Trigger and Action defined in this file. 

      1. Define key-value pairs for each trigger and Action.

      2. The key should be Trigger or Action value defined in triggers or actions field.

      3. The value should be the complete URL endpoint to be hit for this particular trigger or action.

      4. Define a special

         Key Value

         key-value pair for account Testing. The key should be "testaccount" and value should be the

         url

         URL to test the Connectivity with connector account.

      Code Block
      language js title Triggers and Actions JSON

       Expand source

      collapse true

      {     // Triggers List     "triggers": [         {             "displayName" : "New Lead",             "entityName": "Lead",             "value": "newLead",             "description": "Triggers when a new Lead is added to your account.",             "xmlLayoutPath": "LeadResponse.xml",             "jsonLayoutPath": "LeadResponse.json",             "field": "created_at"         },         {             "displayName" : "New Contact",             "entityName": "Contact",             "value": "newContact",             "description": "Triggers when a new Contact is added to your account.",             "xmlLayoutPath": "ContactResponse.xml",             "jsonLayoutPath": "ContactResponse.json",             "field": "created_at"         }     ],         // Actions List     "actions": [         {             "displayName" : "Create Lead",             "entityName": "Lead",             "value": "createLead",             "description": "Creates a new Lead in your account",             "xmlLayoutPath": "LeadRequest.xml",             "jsonLayoutPath": "LeadRequest.json",         },         {             "displayName" : "Create Contact",             "entityName": "Contact",             "value": "createContact",             "description": "Creates a new Contact in your account",             "xmlLayoutPath": "ContactRequest.xml",             "jsonLayoutPath": "ContactRequest.json",         }     ],         // URL mapping for Each Trigger and Action     "urlMap": {         "testaccount" : "< Test Connectivity URL >",         "newLead" : "< Lead URL >",         "newContact" : "< Contact URL >",         "createLead" : "< Lead URL >",         "createContact" : "< Contact URL >" },         // Method mapping for each trigger and Action     "methodMap": {} }

      
      

   10. Add method for each Trigger and Action defined in this file. 

       1. Define key-value pairs for each trigger and Action.

       2. The key should be Trigger or Action value defined in triggers or actions field.

       3. The value should be the complete http method to be used to hit

          url

          URL for this particular trigger or action.

       4. Define a special

          Key Value

          key-value pair for account Testing. The key should be "testaccount" and value should be the http method to be used to hit in order to test the Connectivity with connector account

       Code Block
       language js title Triggers and Actions JSON

        Expand source

       collapse true

       {     // Triggers List     "triggers": [         {             "displayName" : "New Lead",             "entityName": "Lead",             "value": "newLead",             "description": "Triggers when a new Lead is added to your account.",             "xmlLayoutPath": "LeadResponse.xml",             "jsonLayoutPath": "LeadResponse.json",             "field": "created_at"         },         {             "displayName" : "New Contact",             "entityName": "Contact",             "value": "newContact",             "description": "Triggers when a new Contact is added to your account.",             "xmlLayoutPath": "ContactResponse.xml",             "jsonLayoutPath": "ContactResponse.json",             "field": "created_at"         }     ],         // Actions List     "actions": [         {             "displayName" : "Create Lead",             "entityName": "Lead",             "value": "createLead",             "description": "Creates a new Lead in your account",             "xmlLayoutPath": "LeadRequest.xml",             "jsonLayoutPath": "LeadRequest.json",         },         {             "displayName" : "Create Contact",             "entityName": "Contact",             "value": "createContact",             "description": "Creates a new Contact in your account",             "xmlLayoutPath": "ContactRequest.xml",             "jsonLayoutPath": "ContactRequest.json",         }     ],         // URL mapping for Each Trigger and Action     "urlMap": {         "testaccount" : "< Test Connectivity URL >",         "newLead" : "< Lead URL >",         "newContact" : "< Contact URL >",         "createLead" : "< Lead URL >",         "createContact" : "< Contact URL >"     },         // Method mapping for each trigger and Action     "methodMap": {         "testaccount" : "GET",         "newLead" : "GET",         "newContact" : "GET",         "createLead" : "POST",         "createContact" : "POST>"     } }

       
       

   11. Save this file. triggersAndActionsJson.txt file is ready.

4. Create Lookup file

   .

   1. Create

      a

      an xml file named lookupConfiguration.xml

   2. Paste below content into it.Lookup Configuration Expand sourceAdd Each entity

      Code Block
      language xml title Lookup Configuration collapse true
      <lookupConfiguration>     <columns>               </columns>     <operators>               </operators> </lookupConfiguration>

      
      

   3. Add each Entity in Columns tag as shown below.Lookup Configuration Expand source

      Code Block
      language xml title Lookup Configuration collapse true
      <lookupConfiguration>     <columns>         <entity type="Lead">                       </entity>         <entity type="Contact">                       </entity>         <entity type="Customer">                       </entity>     </columns>     <operators>               </operators> </lookupConfiguration>

      
      

   4. Add attributes for each entity Entity as shown below.Lookup Configuration Expand source

      Code Block
      language xml title Lookup Configuration collapse true
      <lookupConfiguration>     <columns>         <entity type="Lead">             <column fieldValue="first_name" fieldName="first_name" fieldType="string" apiFieldType="string"/>         </entity>         <entity type="Contact">             <column fieldValue="first_name" fieldName="first_name" fieldType="string" apiFieldType="string"/>         </entity>         <entity type="Customer">             <column fieldValue="first_name" fieldName="first_name" fieldType="string" apiFieldType="string"/>         </entity>     </columns>     <operators>               </operators> </lookupConfiguration>

      
      

   5. Add Operators for each field Type and apiField type.Lookup Configuration Expand source

      Code Block
      language xml title Lookup Configuration collapse true
      <lookupConfiguration>     <columns>         <entity type="Lead">             <column fieldValue="first_name" fieldName="first_name" fieldType="string" apiFieldType="string"/>         </entity>         <entity type="Contact">             <column fieldValue="first_name" fieldName="first_name" fieldType="string" apiFieldType="string"/>         </entity>         <entity type="Customer">             <column fieldValue="first_name" fieldName="first_name" fieldType="string" apiFieldType="string"/>         </entity>     </columns>     <operators>         <operator displayName="Equals" value="equals" type="string" apiFieldType="string"/>         <operator displayName="Equals" value="equals" type="integer" apiFieldType="integer"/>         <operator displayName="Equals" value="equals" type="boolean" apiFieldType="boolean"/>         <operator displayName="Equals" value="equals" type="DateTime" apiFieldType="date-time"/>         <string>             <operator value="equals"/>         </string>         <integer>             <operator value="equals"/>         </integer>         <boolean>             <operator value="equals"/>         </boolean>         <DateTime>             <operator value="equals"/>         </DateTime>     </operators> </lookupConfiguration>

      
      

   6. Lookup Configuration file is ready.

5. Download the Image

   File.

   file

   1. You can download the connector Image file from respective Connector Provider.

   2. The image file should be in PNG format. 

   3. The name of the image can be any valid name.

6. Zip the individual files in a zip file

   .

   See the Zip Contents below
   Image RemovedImage RemovedImage RemovedImage RemovedImage RemovedImage Removedzip content below.

   Image Added
   

   Image Added

   Image Added
   
   

   Image Added

   Image Added

   Image Added