Customer Master Data Sync Process
Automatically synchronizes customer master data managed in Google Spreadsheets. Automatically Starts at 1:00 every night, connects to Google spreadsheet API and acquires a customer list. The acquired customer list is reformatted and updated as a Customer Master (Options) XML on the Workflow platform. It also supports manual initiation and manual list checking.
Available for Advanced and Professional edition.
- You need to associate the Swimlane settings according to your organizational structure upon import
- Immediately after importing, a setting error will occur
- Make the necessary settings in edit mode
- For practical use, please change the fixed values that have been set in ”x1. Download Choice Data”
- C2: Source Spreadsheet ID, C3: Source Sheet Title
- The updated Options Master file can be used by any Apps on the same workflow platform for Select-type Data Items