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Create Transfer

A transfer in Rapidi moves data from a Source system (e.g., Salesforce) to a Target system (e.g., Business Central) using:

  • A table/object selection
  • Key field linking/Primary keys (to match records)
  • Field mappings
  • Source Control (timestamp/delta logic)
  • Optional filters

Prerequisites

Before creating a transfer, confirm:

  • Both Connections are created and tested (Source + Target).
  • You know the Source object/table and Target table/page to use.
  • You have permission to read/write the relevant tables/objects.

Step-by-step: Create a Transfer

General Section

Source Control Section

Table Link (key fields)

Field List (mapping)

Filters Source (delimitations)


Note: When creating and updating any information on the transfer, click on Activate Changes so your new changes are saved.